diff --git a/landing/lenses/000010.json b/landing/lenses/000010.json index b505f205df5be1f712fa366bb062e5ac1956c1d3..eae63665427d7d8d604497fec04234a01021e9e3 100644 --- a/landing/lenses/000010.json +++ b/landing/lenses/000010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000020.json b/landing/lenses/000020.json index 54c4afd5accf6b5df3faf0c5f4da2a40e137c40d..edff3dcf05a9ec6ba6f45ee785f1f83127dea029 100644 --- a/landing/lenses/000020.json +++ b/landing/lenses/000020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1510,88 +1510,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a0fc19807576", - "target": "000020", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000030.json b/landing/lenses/000030.json index 37b574ba52676f83ddeac3fa8f30ed4ad303329e..98f6c9ef3b901dfb8563816c9f11b1581ae2d918 100644 --- a/landing/lenses/000030.json +++ b/landing/lenses/000030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000040.json b/landing/lenses/000040.json index 1f20117cfd92787ad2d62b0370d2f65cd488ea4a..d53077ce196244f0f41dd452ff07a32fb16e1f2c 100644 --- a/landing/lenses/000040.json +++ b/landing/lenses/000040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -992,10 +992,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1116,7 +1116,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1218,10 +1218,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000050.json b/landing/lenses/000050.json index 2619a037eca327c695bbecc1ca7ee661ba22f62f..315b456d1ad9464f661db0ee7b04902ba63aad4e 100644 --- a/landing/lenses/000050.json +++ b/landing/lenses/000050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000060.json b/landing/lenses/000060.json index 15051872c979d273af36e475a1139d9f0da7e9d6..2dcc6cab68257b6ca930cda6828c0f4930290add 100644 --- a/landing/lenses/000060.json +++ b/landing/lenses/000060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -672,14 +672,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -794,10 +794,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -833,7 +833,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -853,7 +853,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -944,10 +944,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -990,10 +990,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1008,10 +1008,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1022,7 +1022,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1046,7 +1046,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000070.json b/landing/lenses/000070.json index 3144e1239e081a96b10b810771865d90b34948d3..72221141bb510862d2dfab9fe93c691e6df631e3 100644 --- a/landing/lenses/000070.json +++ b/landing/lenses/000070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -784,14 +784,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -911,19 +911,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -944,8 +944,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -957,7 +957,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -977,8 +977,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,17 +990,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1010,7 +1010,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1069,7 +1069,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1078,7 +1078,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1091,10 +1091,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1110,10 +1110,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1349,88 +1349,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b2f213d87e5f", - "target": "000070", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.494 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000080.json b/landing/lenses/000080.json index bda708e22bf49030b33b73c9817ee6b60aad41bc..6a34213b65510ad96131e5945710985d54ece88a 100644 --- a/landing/lenses/000080.json +++ b/landing/lenses/000080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000100.json b/landing/lenses/000100.json index e45685e7d4035ec5d17380af9dbc41d71c94b2cf..bfc0d6f97ab6047d07c966160bc7e74cae2e74ad 100644 --- a/landing/lenses/000100.json +++ b/landing/lenses/000100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000110.json b/landing/lenses/000110.json index 2b4da3d8a7283cb2a3d43aa7efba226db78121ab..e9cc83db8947a00eb9f26bd0d2dca77225dd206c 100644 --- a/landing/lenses/000110.json +++ b/landing/lenses/000110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000120.json b/landing/lenses/000120.json index 80a047ee30cd8b3d51d69271e7c227d9c8cd354e..fd9d9d55fdac37ef8eea2fda1070833babf3e180 100644 --- a/landing/lenses/000120.json +++ b/landing/lenses/000120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ }, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.52%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1303,10 +1303,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1357,7 +1357,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1681,7 +1681,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1703,7 +1703,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1721,8 +1721,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/000140.json b/landing/lenses/000140.json index 829bdd8f5d8684a4584bd386be731d6c98dc536c..7a023b4aeed77080769ad3ba2c58e0e65d82398a 100644 --- a/landing/lenses/000140.json +++ b/landing/lenses/000140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -847,14 +847,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1213,10 +1213,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000150.json b/landing/lenses/000150.json index 4bbde68e3e1a1a9d6f2b812f48e469aeb7d27203..1c88caf95751c0f35f0d948f02216cef795f9fbb 100644 --- a/landing/lenses/000150.json +++ b/landing/lenses/000150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000180.json b/landing/lenses/000180.json index 19bfc1c9d60385544d175393a3377df2fe1de652..46cf3ff542599c84efd026c70cf5917d3fd26d03 100644 --- a/landing/lenses/000180.json +++ b/landing/lenses/000180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 6.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 6.44%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,8 +1467,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0001A0.json b/landing/lenses/0001A0.json index 509b1546101083fcc2b6709d80f15e5f3d4e12e1..d7a33fc536049c8e6cb911921d87ac2e30ab299f 100644 --- a/landing/lenses/0001A0.json +++ b/landing/lenses/0001A0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -717,7 +717,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -733,7 +733,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000210.json b/landing/lenses/000210.json index 27ec1febf74ad141284a11bbe1ca7b591f606869..06108dd67eaf26361a76d06585bd901363a92660 100644 --- a/landing/lenses/000210.json +++ b/landing/lenses/000210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000220.json b/landing/lenses/000220.json index 5d1bc336fa641f7f5a9afed23b8d5c09d26353b2..a9b387ab41a583a2297833db80923db82e8a6157 100644 --- a/landing/lenses/000220.json +++ b/landing/lenses/000220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000230.json b/landing/lenses/000230.json index 2cd52df8d193387f5dc280a274487714318a67d6..9b70683974219d1d6aeec8323656a1ee865f52aa 100644 --- a/landing/lenses/000230.json +++ b/landing/lenses/000230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 7.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 8.07%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1567,7 +1567,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1589,7 +1589,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1607,8 +1607,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/000240.json b/landing/lenses/000240.json index 73a8d50d0eba1d478117367b9f23823f45218274..dc104a1027ce0f3b1d88e5a032c27652e61898f9 100644 --- a/landing/lenses/000240.json +++ b/landing/lenses/000240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -902,19 +902,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,17 +981,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1060,7 +1060,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1370,88 +1370,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:27aa8393a073", - "target": "000240", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.603 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000250.json b/landing/lenses/000250.json index 5074a5ced307f9a277eecc8d80acebe8784fa548..ea3fe8a9b8f52c630f669e1856154684a86523e8 100644 --- a/landing/lenses/000250.json +++ b/landing/lenses/000250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000270.json b/landing/lenses/000270.json index 4f7212004aeed9ecd9c8effb75a13555ca919f50..046af071ac4f89d2546b02c795d58f2a05cfc395 100644 --- a/landing/lenses/000270.json +++ b/landing/lenses/000270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000300.json b/landing/lenses/000300.json index 93c2e5dbe2291f13cf40a38cf77d3f3272aec5f7..c94ab53a54497b14f38204e0138ea2318bbab331 100644 --- a/landing/lenses/000300.json +++ b/landing/lenses/000300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-14", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-14", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-14", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000320.json b/landing/lenses/000320.json index c2bc2cb074fbbe55513038f8d56aa055c47ec4b6..fb10409f7bb8c93d46fd9abf4ffadcaeee74a2bd 100644 --- a/landing/lenses/000320.json +++ b/landing/lenses/000320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -913,19 +913,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -946,8 +946,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,17 +992,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1065,13 +1065,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1080,7 +1080,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000370.json b/landing/lenses/000370.json index 7dbbb121a6cd276714a1adb5e6a9474d3153c813..d5fd4f251c536301e77ecf65031e7f9f774d1f8c 100644 --- a/landing/lenses/000370.json +++ b/landing/lenses/000370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -293,13 +293,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -481,14 +481,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -691,8 +691,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -829,10 +829,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -847,10 +847,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -861,7 +861,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -869,7 +869,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000390.json b/landing/lenses/000390.json index 2cd512b97e93bfbcbc8b8427ed5759961e34240f..93790508191f92c2a6e9e759b8e83a62b733b2a6 100644 --- a/landing/lenses/000390.json +++ b/landing/lenses/000390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1602,7 +1602,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1624,7 +1624,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1642,8 +1642,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/000400.json b/landing/lenses/000400.json index d2b25d4d3ef5a2db351e973ca98e7b3fd59d15f9..7eea8e6ed433ff9df55a9fce3d16f6a956daa650 100644 --- a/landing/lenses/000400.json +++ b/landing/lenses/000400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -622,8 +622,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -653,10 +653,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -666,7 +666,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000430.json b/landing/lenses/000430.json index 42a10f63648ed4b5ac9dc4377a0a91ba695dbf11..a67dc41022f486de9272e680730a97a86864a735 100644 --- a/landing/lenses/000430.json +++ b/landing/lenses/000430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1212,13 +1212,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000440.json b/landing/lenses/000440.json index e24c59496b63f4f566a99412c284fc95b7557d5a..d5152e4bd9311d9a6c44669c2c555c06e0a3a91b 100644 --- a/landing/lenses/000440.json +++ b/landing/lenses/000440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 9.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 7.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000480.json b/landing/lenses/000480.json index a7fe46d0efa3d5c22b74585f89feb9c06f1f83ea..99e60ed9c5af64406a2eb8f3ba7b7e87f5491ca8 100644 --- a/landing/lenses/000480.json +++ b/landing/lenses/000480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000490.json b/landing/lenses/000490.json index d73014bb0bdd671712cc4d840426e450e9c0531e..ca9523bdbb338285933758ce30341172a5310a19 100644 --- a/landing/lenses/000490.json +++ b/landing/lenses/000490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0004V0.json b/landing/lenses/0004V0.json index 7e7f5bdf82d120fc3a5c39d43b1c7fb9ce98be82..b5026ae73ba7a037140c21a9a2a5fd4786950450 100644 --- a/landing/lenses/0004V0.json +++ b/landing/lenses/0004V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0004Y0.json b/landing/lenses/0004Y0.json index c263d07417f15f33140ade165e9659a73978ca7b..db0b0dad6c96d02b269de69e1310d19f4e3c15ba 100644 --- a/landing/lenses/0004Y0.json +++ b/landing/lenses/0004Y0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000500.json b/landing/lenses/000500.json index fa163f635ca7258065086c7e45bcb4202ce29e23..8402c7065b46ffa6eb186788f868d21533a0a251 100644 --- a/landing/lenses/000500.json +++ b/landing/lenses/000500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000520.json b/landing/lenses/000520.json index c7f321e7c5b7305170f6926ae60c179f2c9af752..7938a0de6fa476d26541b745bf3e75d709b9e362 100644 --- a/landing/lenses/000520.json +++ b/landing/lenses/000520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-B", - "summary": "dCR 위험점수 63.16, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 59.16, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B", - "score": 63.16, + "grade": "dCR-B+", + "score": 59.16, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B", - "score": 63.98, + "grade": "dCR-B+", + "score": 59.98, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 7.0, + "pdEstimate": 4.0, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -917,7 +917,6 @@ "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 32.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1092,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1226,7 +1225,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1239,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1258,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1559,12 +1558,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4d51f7e2cdb1", + "target": "000520", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000540.json b/landing/lenses/000540.json index 8e209b16e07c8de0c40c1d1925f341453843c74d..ab390430773b5d981908e0739bd6137946f02068 100644 --- a/landing/lenses/000540.json +++ b/landing/lenses/000540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -655,8 +655,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000590.json b/landing/lenses/000590.json index a526c9c95c95931105ed8629a3eb59af9f06c73f..cb632ea2b5284904a166ffe962efee1ca2209993 100644 --- a/landing/lenses/000590.json +++ b/landing/lenses/000590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000640.json b/landing/lenses/000640.json index 5715f1bd7ce5cb7fdf93aae0eeac06c55699733f..bacea7d0a029eeb32429a977d3016b7987201ff2 100644 --- a/landing/lenses/000640.json +++ b/landing/lenses/000640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -478,13 +478,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -633,14 +633,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -760,10 +760,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -806,7 +806,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -826,8 +826,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -848,8 +848,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -884,7 +884,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -940,10 +940,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -959,10 +959,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -982,7 +982,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -990,7 +990,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000650.json b/landing/lenses/000650.json index bf8fa98146d1f93316ceb35526998731736c4aa8..a595a08e42ba9f640ff8651f59f004629882ecbf 100644 --- a/landing/lenses/000650.json +++ b/landing/lenses/000650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000660.json b/landing/lenses/000660.json index e1bfcad44c2a4d33a4122cb4110c55fc0e0439cf..d000f72ae16f1781b1acb766237bb2bfcab7e52d 100644 --- a/landing/lenses/000660.json +++ b/landing/lenses/000660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000670.json b/landing/lenses/000670.json index 422ff5944003d183f5932a727c25792ee7a9f817..0d985af9f8c2b9ccc2c2985ec006853408259afc 100644 --- a/landing/lenses/000670.json +++ b/landing/lenses/000670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000680.json b/landing/lenses/000680.json index 47b3945cdbde46edf5631330a0ecdc1a267dc8d2..aa26330b0cd6c4d0a436b409ccc4eddc6b7dee66 100644 --- a/landing/lenses/000680.json +++ b/landing/lenses/000680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000700.json b/landing/lenses/000700.json index 7cd0e931be01628e02545bd3d7be5bf79b7686a5..96481da0595202ce0f4e77e449ec07a0c6b53bfd 100644 --- a/landing/lenses/000700.json +++ b/landing/lenses/000700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000720.json b/landing/lenses/000720.json index 4b29b69f415c8e37e855884f772fb7cb0ed37e9f..9d87b95ef83d433a8566ac10f209c8acd3a768d0 100644 --- a/landing/lenses/000720.json +++ b/landing/lenses/000720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000760.json b/landing/lenses/000760.json index 1a0ef71ecf595019e32630237561a32d9af9a04f..b72c57d8f71cafb07fc4ac3dcb4fe6e6ebe39fd6 100644 --- a/landing/lenses/000760.json +++ b/landing/lenses/000760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0007C0.json b/landing/lenses/0007C0.json index 50caad0769701a9a52946c7121f942d140e32039..dcbef6b6aca47e151530022b57be10dff511b231 100644 --- a/landing/lenses/0007C0.json +++ b/landing/lenses/0007C0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0007J0.json b/landing/lenses/0007J0.json index 010a7732ccfc31cf845a60ba594baae2f250d541..889c54cc1f46b79e0dd27510128be0e551e6fd36 100644 --- a/landing/lenses/0007J0.json +++ b/landing/lenses/0007J0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000800.json b/landing/lenses/000800.json index 50b4954c8301644b9cb7c35f591356d0e9adf276..2270851083355eae7d5e33d9c362f40f70a529e1 100644 --- a/landing/lenses/000800.json +++ b/landing/lenses/000800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1120,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1139,10 +1139,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,10 +1166,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1184,10 +1184,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000810.json b/landing/lenses/000810.json index 6df7d6bca0ab42463fea100f94a8776b3b6893f4..50a2f24fcfdfcc1e29b48cb6819806dd0f4c9845 100644 --- a/landing/lenses/000810.json +++ b/landing/lenses/000810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000850.json b/landing/lenses/000850.json index aa1a38c230c78388c0c79dd0ecce1a8fd234cb12..33aadabc4bc81517e34ca4048b3de726dd247261 100644 --- a/landing/lenses/000850.json +++ b/landing/lenses/000850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000860.json b/landing/lenses/000860.json index 3da08ab88b05ca5e5dc260abeb8a7a4b48e19ec5..756149efe129f1a2a02cbc03363540390a8d8987 100644 --- a/landing/lenses/000860.json +++ b/landing/lenses/000860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000880.json b/landing/lenses/000880.json index 7124e4a1b75b6bf1b650b04446a6ec806a0fa006..ebfe205ada0983897a92949c106756cbff6b8210 100644 --- a/landing/lenses/000880.json +++ b/landing/lenses/000880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000890.json b/landing/lenses/000890.json index 0f1441af311a67912f916b4f46fb228385b2f339..42fd1389c35248d7f374b178ab6c57387836e51b 100644 --- a/landing/lenses/000890.json +++ b/landing/lenses/000890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0008Z0.json b/landing/lenses/0008Z0.json index 450667f8c74d1ef0a17b8f48988368def3ab2d9b..edb44fafaea24ab933189a47c9bd344319bfa389 100644 --- a/landing/lenses/0008Z0.json +++ b/landing/lenses/0008Z0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000910.json b/landing/lenses/000910.json index 4cfd94a2a502fadf3c9a76e7a744658d60949b52..8e31500915d4f4697771e4af047daabb53d03ea9 100644 --- a/landing/lenses/000910.json +++ b/landing/lenses/000910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1114,7 +1114,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1156,8 +1156,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1192,7 +1192,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1248,10 +1248,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1267,10 +1267,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000950.json b/landing/lenses/000950.json index 431fdb62d285a511a1089b33489a8f9fa7ac4ce5..d153a6a6a89600de78bc6e7ddac797c153a9bdcc 100644 --- a/landing/lenses/000950.json +++ b/landing/lenses/000950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000970.json b/landing/lenses/000970.json index 04ea46bb48eec26d66806be53da2416d5aab88a0..360f08560caeef40d4167d62368779a5e4e2241e 100644 --- a/landing/lenses/000970.json +++ b/landing/lenses/000970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000990.json b/landing/lenses/000990.json index bb35c1eecc008f58dbb2e140a55c864e4836c866..a17bce0a395dc1222f3c61f3ba1aa49c7cd4e8d3 100644 --- a/landing/lenses/000990.json +++ b/landing/lenses/000990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0009K0.json b/landing/lenses/0009K0.json index dcac21d10596bab124c727269872f5b1feb6ff03..42a6e02cf521763f5f0c49fc072b6759092fcc62 100644 --- a/landing/lenses/0009K0.json +++ b/landing/lenses/0009K0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001000.json b/landing/lenses/001000.json index 8ad034cc80f1e1bc31ae3e83a9b3622b9b0956dc..55283d62ad17ba2f1a3e0f2a05b5f3fdc4e3a4c8 100644 --- a/landing/lenses/001000.json +++ b/landing/lenses/001000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 81점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 75.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 77.19%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-08-20", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-20", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-20", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-20", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001020.json b/landing/lenses/001020.json index b978a1841790d3603e79a335374b4ac36c7bd82f..f45d0392143efd7eedb3bcc10c422c7e928583bd 100644 --- a/landing/lenses/001020.json +++ b/landing/lenses/001020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ff7a1db24a0e", - "target": "001020", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001040.json b/landing/lenses/001040.json index 05d7a40640fa6b77b64159c35a4c12268add5eb5..5e0b1a490fe7a19cd1e6047e3c2d54619a247f46 100644 --- a/landing/lenses/001040.json +++ b/landing/lenses/001040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.98%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001060.json b/landing/lenses/001060.json index 64a468b2004fd95395eeae24a9049682021cb42a..52d783e7e737241954154cd49d62a0aea2909fbc 100644 --- a/landing/lenses/001060.json +++ b/landing/lenses/001060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001070.json b/landing/lenses/001070.json index bd595ffc5fa4101f2d63c6593160f28136f71573..0410bb43f4679cd57593a125153d7c8354ff15a8 100644 --- a/landing/lenses/001070.json +++ b/landing/lenses/001070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001080.json b/landing/lenses/001080.json index f04c365ecea99eeaecf42b682a1a7b12d6c6b2eb..ee356c34ec475517250fccd0cac70bd4dc2f6442 100644 --- a/landing/lenses/001080.json +++ b/landing/lenses/001080.json @@ -20,40 +20,40 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, - "period": "2025", - "knowledgeBoundary": "2026-09-06" + "period": "2026", + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -107,12 +107,12 @@ { "id": "debtRatio", "label": "부채비율", - "value": 11.98, + "value": 28.09, "unit": "%", "direction": "positive", "scoreContribution": 1, "sourceRef": "resilience.leverageTrend", - "period": "2025" + "period": "2026" }, { "id": "interestCoverage", @@ -133,37 +133,37 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,39 +184,39 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, - "period": "2025", + "period": "2026", "status": "derived", "sourceRef": "dartlab://analysis/001080/representative.blocks.earnings.growthTrend", "evidenceRefs": [ @@ -235,37 +235,37 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,39 +286,39 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, - "period": "2025", + "period": "2026", "status": "derived", "sourceRef": "dartlab://analysis/001080/representative.blocks.earnings.growthTrend", "evidenceRefs": [ @@ -561,12 +561,12 @@ { "id": "debtRatio", "label": "부채비율", - "value": 11.98, + "value": 28.09, "unit": "%", "direction": "positive", "scoreContribution": 1, "sourceRef": "resilience.leverageTrend", - "period": "2025" + "period": "2026" }, { "id": "interestCoverage", @@ -602,18 +602,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 25.46, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 27.08, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -621,16 +621,6 @@ "method": "validAxisWeightCoverage" }, "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.자본구조", "label": "자본구조", @@ -641,6 +631,26 @@ "contribution": 0.04, "sourceRef": "axes.자본구조" }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 22.25, + "unit": "riskScore", + "direction": "positive", + "weight": 30, + "contribution": 6.67, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 90.0, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 9.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.유동성", "label": "유동성", @@ -650,16 +660,6 @@ "weight": 15, "contribution": 4.5, "sourceRef": "axes.유동성" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 28.29, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 2.83, - "sourceRef": "axes.사업안정성" } ], "claims": [ @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,12 +684,12 @@ }, { "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", + "label": "현금흐름 창출 능력은 보통 수준이다.", "comparisonKey": "cashConversion", "basis": "creditNarrative", - "direction": "neutral", + "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -767,21 +767,21 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/001080/axes/현금흐름", "status": "derived", - "detail": "위험점수 23.33, 가중치 15%" + "detail": "위험점수 25.00, 가중치 15%" }, { "id": "credit.axis.사업안정성", "kind": "creditAxis", "sourceRef": "dartlab://credit/001080/axes/사업안정성", "status": "derived", - "detail": "위험점수 28.29, 가중치 10%" + "detail": "위험점수 27.43, 가중치 10%" }, { "id": "credit.axis.재무신뢰성", "kind": "creditAxis", "sourceRef": "dartlab://credit/001080/axes/재무신뢰성", "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" + "detail": "위험점수 90.00, 가중치 10%" } ], "assumptions": [], @@ -797,15 +797,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 25.46, + "grade": "dCR-BBB-", + "score": 27.08, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 25.47, + "grade": "dCR-BBB-", + "score": 27.09, "assumptions": { "scenarioStress": "moderate" } @@ -819,8 +819,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" + "condition": "재무신뢰성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.재무신뢰성" } ], "payload": { @@ -831,6 +831,12 @@ "narratives" ], "gradeHistory": [ + { + "period": "2026", + "score": 1.72, + "grade": "AAA", + "pdEstimate": 0.0 + }, { "period": "2025", "score": 19.12, @@ -872,12 +878,6 @@ "score": 24.33, "grade": "BBB", "pdEstimate": 0.25 - }, - { - "period": "2018", - "score": 0.24, - "grade": "AAA", - "pdEstimate": 0.0 } ], "coverage": { @@ -888,9 +888,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ + "재무신뢰성 축이 90점으로 등급 하방 압력", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -905,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1022,146 +1023,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "001080", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": null, - "knowledgeBoundary": "2026-09-06" - }, - "status": "partial", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "low", - "score": 34.7, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "price", - "label": "가격 반응", - "score": -0.5, - "direction": "negative", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": null, - "status": "derived", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": null, - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.5 - } - ], - "evidence": [ - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1172,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1191,10 +1052,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1214,7 +1075,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1222,7 +1083,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1177,7 @@ } }, "statusCounts": { - "partial": 3, + "partial": 2, "usable": 2 }, "gaps": [ @@ -1377,25 +1238,9 @@ "engine": "industry" }, { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings", - "engine": "quant" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise", - "engine": "quant" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "ValueError: lens product claim dataAsOf 는 knowledgeBoundary 이후일 수 없습니다." }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1413,7 +1258,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0010F0.json b/landing/lenses/0010F0.json index 1a4e3232a18ce1e55f616bd2973e9f6ce91d3e44..21a06c539151579ed11cfa314702495a04eb9372 100644 --- a/landing/lenses/0010F0.json +++ b/landing/lenses/0010F0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -543,8 +543,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -556,8 +556,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -574,10 +574,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -587,7 +587,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -596,7 +596,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -664,10 +664,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -683,10 +683,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -701,10 +701,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -719,10 +719,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -733,7 +733,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -741,7 +741,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -765,7 +765,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0010V0.json b/landing/lenses/0010V0.json index c448cf94f37b603734b3addc5a809845b11a4387..81c123c1774d11547acce71dbc6e3381e328409a 100644 --- a/landing/lenses/0010V0.json +++ b/landing/lenses/0010V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001120.json b/landing/lenses/001120.json index 7abcc70973927088369d9be64ac0adccfb6528a1..dae151c1ade2ff5b0c0e1e00fde4a54af1c2c920 100644 --- a/landing/lenses/001120.json +++ b/landing/lenses/001120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -848,14 +848,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1021,7 +1021,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1155,10 +1155,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1174,10 +1174,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1400,7 +1400,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1422,7 +1422,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1440,8 +1440,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001130.json b/landing/lenses/001130.json index ca2bdb6e348eede307c192164c6211d8f0ea5cba..333b29bca53ae64d3cfffa8e8d9218d3c80a6605 100644 --- a/landing/lenses/001130.json +++ b/landing/lenses/001130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001140.json b/landing/lenses/001140.json index b61736f4c7806ed606742c37e28a5ea588294e88..c04fd2409b5c4f7ff8512240b596e96f5c42cd82 100644 --- a/landing/lenses/001140.json +++ b/landing/lenses/001140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-26", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-26", "period": "2025", "status": "derived", @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-26", "period": "2025", "status": "observed", @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,10 +1192,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1210,10 +1210,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0011A0.json b/landing/lenses/0011A0.json index 1a3f3b00fa39c61fc901981c4627a32c612ff76c..94068e0fa99d1bc06294eb9c1c55d5c9f8667c4f 100644 --- a/landing/lenses/0011A0.json +++ b/landing/lenses/0011A0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0011T0.json b/landing/lenses/0011T0.json index a9dcb76e9e5a574cd57a86abc7a2d39508993237..22ff45ee3f4251935a5cf8f694ca82d3a4e7877b 100644 --- a/landing/lenses/0011T0.json +++ b/landing/lenses/0011T0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/001200.json b/landing/lenses/001200.json index f8d3422de3d828ef11521e49f077c01f6450847d..fb2453898eb4e09cc13b0c7c78332fbf5fd6c420 100644 --- a/landing/lenses/001200.json +++ b/landing/lenses/001200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -784,19 +784,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -817,8 +817,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -830,7 +830,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -850,8 +850,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -863,17 +863,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -883,7 +883,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -908,7 +908,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -936,13 +936,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -951,7 +951,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,7 +1006,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001210.json b/landing/lenses/001210.json index 47342f2c1ce3b11e3ed893a5374c3e87b775a68d..8980b4db9ee54d964c2394e44f8a54db9f9e08b1 100644 --- a/landing/lenses/001210.json +++ b/landing/lenses/001210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -972,10 +972,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1096,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,10 +1198,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1216,10 +1216,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001230.json b/landing/lenses/001230.json index a292fd95917e993be2c7d6762b2eb3f07ee183d1..8a8a2daf6d7657b81bac52ef8be30f7857bf04b9 100644 --- a/landing/lenses/001230.json +++ b/landing/lenses/001230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1350,7 +1350,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1372,7 +1372,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1390,8 +1390,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001250.json b/landing/lenses/001250.json index e955b866c3b8bced5e0bb3063679b7675b1771f7..e4ee31e025eff14d37928b89e3631eaa0b5e22b1 100644 --- a/landing/lenses/001250.json +++ b/landing/lenses/001250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001260.json b/landing/lenses/001260.json index 117f171b6294dfcc8e66c06ab7febb4dbf4b61d5..69a21ab56f34f4ef111a653076db1d6c0b72d9dc 100644 --- a/landing/lenses/001260.json +++ b/landing/lenses/001260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001270.json b/landing/lenses/001270.json index b1e5ed61e0bbcda2d7bd6fafd4759c98c32d9aa8..1a97638d69710f7be2aed19d1bb996a3843b8805 100644 --- a/landing/lenses/001270.json +++ b/landing/lenses/001270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -805,8 +805,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001290.json b/landing/lenses/001290.json index f7e2d0f27ac3d3639a8ea107cd1f33d4eea49c58..2c5c448e490e7087c939d03f2918f8bb400ba48b 100644 --- a/landing/lenses/001290.json +++ b/landing/lenses/001290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -351,13 +351,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -457,14 +457,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -584,10 +584,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-08-20", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -630,7 +630,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -650,8 +650,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-20", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -672,8 +672,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-20", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -683,7 +683,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -708,7 +708,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-20", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -764,10 +764,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -783,10 +783,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -806,7 +806,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -814,7 +814,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001340.json b/landing/lenses/001340.json index f93c3acc3ef54b1aa091f6a8915f7acc7fffa321..0dbd7e69723f95e632df0c3ef4d9215567a1b40e 100644 --- a/landing/lenses/001340.json +++ b/landing/lenses/001340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001360.json b/landing/lenses/001360.json index d4db5a9bc1bbb2fed9d7c40ae3520b48319e7a48..837aec3226000fd86db3756ae48ae594bb07ad1a 100644 --- a/landing/lenses/001360.json +++ b/landing/lenses/001360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9107.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9071.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1012,8 +1012,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1052,7 +1052,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1120,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1139,10 +1139,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,10 +1166,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001380.json b/landing/lenses/001380.json index 1cdd2a0526ad60422bbb0899d9c3f8e5c5cae0cd..8b8929bf6a09b858d4a201b4d41cdae8e477b169 100644 --- a/landing/lenses/001380.json +++ b/landing/lenses/001380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001390.json b/landing/lenses/001390.json index 1dde9985fb8abe677b220d05445af6319c1499bc..ffa7d48712560e78ae08025eb16ae8705cb23d39 100644 --- a/landing/lenses/001390.json +++ b/landing/lenses/001390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/0013V0.json b/landing/lenses/0013V0.json index b71757bd488a09c8a2ce3f5ce50aa6345a857c7e..d29c6eacd82872afaffae06ad07be5344148da3b 100644 --- a/landing/lenses/0013V0.json +++ b/landing/lenses/0013V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,10 +712,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001420.json b/landing/lenses/001420.json index d5cee086f257949d037fce1c12221345fba9e153..c38b2a01e8f49215db96103c85fbfdf7a23fed44 100644 --- a/landing/lenses/001420.json +++ b/landing/lenses/001420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001430.json b/landing/lenses/001430.json index 4338d4b088eeb3a847a7e9f179bb4cfa331dd1bb..66bda121ee054726bd55bc0a97226b339148bc3a 100644 --- a/landing/lenses/001430.json +++ b/landing/lenses/001430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001440.json b/landing/lenses/001440.json index 767b64ec630df67b356d6ba17f5deacabb63c6e3..d145cccb724540755b08a52a05126b21bf873e40 100644 --- a/landing/lenses/001440.json +++ b/landing/lenses/001440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:130c84b3fb06", - "target": "001440", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.922 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001450.json b/landing/lenses/001450.json index 6f1a23513a85c0349287aaa207e8696a42a755a8..3e906abbfd4baf4c88d3f104e3c3d3fba8a7bf4f 100644 --- a/landing/lenses/001450.json +++ b/landing/lenses/001450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -690,8 +690,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001460.json b/landing/lenses/001460.json index c92eb78753e6b88b4563ce15b85d54afb4320c1f..4f526233e269daba8a865c5fb474ac3183fff5da 100644 --- a/landing/lenses/001460.json +++ b/landing/lenses/001460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001470.json b/landing/lenses/001470.json index c54884214048ef671599327de4a3d442b428068a..1c8b99c9fe2e1d9e781c39ed0b9f2e622931104a 100644 --- a/landing/lenses/001470.json +++ b/landing/lenses/001470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -554,13 +554,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,9 +827,9 @@ }, { "period": "2019", - "score": 43.32, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 41.72, + "grade": "BB", + "pdEstimate": 1.5 } ], "coverage": { @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-09-01", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-09-01", "period": "2025", "status": "derived", @@ -1073,7 +1073,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-09-01", "period": "2025", "status": "observed", @@ -1165,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1184,10 +1184,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001500.json b/landing/lenses/001500.json index 04caf47b420aa805c2cf31ed58ad3cbf63b86453..fd1ad216b4e4d248da84412f1e177f284a05a19e 100644 --- a/landing/lenses/001500.json +++ b/landing/lenses/001500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -671,19 +671,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -704,8 +704,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -750,17 +750,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -829,7 +829,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -838,7 +838,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1109,88 +1109,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9cd89e295a9d", - "target": "001500", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.416 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001510.json b/landing/lenses/001510.json index d18eee17b57ee4bea4c88c725547153afcecee26..cf0228697407dd0f55ddd89ac0b5d4e82ae2cd2f 100644 --- a/landing/lenses/001510.json +++ b/landing/lenses/001510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -273,13 +273,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -461,14 +461,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -588,10 +588,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -621,8 +621,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -634,7 +634,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -654,8 +654,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -674,10 +674,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -687,7 +687,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -712,7 +712,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -768,10 +768,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -787,10 +787,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -818,7 +818,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001520.json b/landing/lenses/001520.json index c9792120163472ba7db2520f665593c4aa94a822..ce834c5f769267ab59790eb82132bb90dd9a8c35 100644 --- a/landing/lenses/001520.json +++ b/landing/lenses/001520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 12.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 14.12%). 최근 주가 하락이 반영된 결과", "D/EBITDA 26.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001530.json b/landing/lenses/001530.json index 698dae82d6aee24ef9b234bb66fa8042c97282e6..547700268581f0d89cb7f3bd9db675cb585f685f 100644 --- a/landing/lenses/001530.json +++ b/landing/lenses/001530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,10 +1288,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1570,7 +1570,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1592,7 +1592,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1610,15 +1610,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/001540.json b/landing/lenses/001540.json index 8407e7fb9e536e5e9e0fe9c5888e619cf25c2f47..49a66bf4d7f5667f5a4c4fd90ccf057a0b37a5bc 100644 --- a/landing/lenses/001540.json +++ b/landing/lenses/001540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/001550.json b/landing/lenses/001550.json index a5166149e4b050b576b6a4314a9fe0fb5b5ca544..2968dbb07600ca21a4c80c115a70b0b57a630294 100644 --- a/landing/lenses/001550.json +++ b/landing/lenses/001550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001560.json b/landing/lenses/001560.json index 23f9a2048d9af9eb9f95e6637722fec04a085e0f..b7de2405c6ee4644b263c7e2c78bf4a27d76b005 100644 --- a/landing/lenses/001560.json +++ b/landing/lenses/001560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,88 +1451,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ef572bf07478", - "target": "001560", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.79 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001570.json b/landing/lenses/001570.json index 06a0843ebd1b82e0e5e59bde224c1437fefdd721..09f547d289367603040ae414de0a8753e8802730 100644 --- a/landing/lenses/001570.json +++ b/landing/lenses/001570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1256,10 +1256,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0015G0.json b/landing/lenses/0015G0.json index b5e94f868ddd2fdae2d6b7f1729f9dd7686dcfb0..0344298bba976cf5e93eb98e7f4a1c2ca2549537 100644 --- a/landing/lenses/0015G0.json +++ b/landing/lenses/0015G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025Q4", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -467,14 +467,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -594,10 +594,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -626,8 +626,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -646,8 +646,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -666,7 +666,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -734,10 +734,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -753,10 +753,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0015N0.json b/landing/lenses/0015N0.json index 81a2f3c9c442d6f36e2a5b253dc0517b1427addb..c12bdddaf3b75e475fd86d73d1be007a532f0d2d 100644 --- a/landing/lenses/0015N0.json +++ b/landing/lenses/0015N0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025Q4", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -629,8 +629,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0015S0.json b/landing/lenses/0015S0.json index b217687a82cbccc0b56e8fd7b3042a981047e8b5..ef9975db571e001b5d50f654d48e8cc2cbc60915 100644 --- a/landing/lenses/0015S0.json +++ b/landing/lenses/0015S0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001620.json b/landing/lenses/001620.json index e79fdb88a34f00a6e7d625cd7eaaad4aa302f8d7..948695f687f31c25ba48d7f2df3c442b7adc146e 100644 --- a/landing/lenses/001620.json +++ b/landing/lenses/001620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:73e5998a00f7", + "target": "001620", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.508 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001630.json b/landing/lenses/001630.json index bbc05e8873f8f6bc87e08254d779071f8b3c3fec..85dc5f8228118ac2cafd6f46ab54982c0852d918 100644 --- a/landing/lenses/001630.json +++ b/landing/lenses/001630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 26.84, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 29.09, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 26.84, + "grade": "dCR-BBB+", + "score": 29.09, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 27.39, + "score": 29.64, "assumptions": { "scenarioStress": "moderate" } @@ -837,11 +837,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -909,7 +904,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -918,6 +913,7 @@ }, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.03%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1107,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1260,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1471,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1493,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1511,8 +1507,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001680.json b/landing/lenses/001680.json index 5e1755aec7bc915dfe1bb3ada2a2c05766498751..5690df661a466867f24d605f5c851eaf313fb29f 100644 --- a/landing/lenses/001680.json +++ b/landing/lenses/001680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001720.json b/landing/lenses/001720.json index 8c320abc3b91a7d4e013d4938537acb7581e7378..723f8c9bad4acad1ab449350a0c38f0430a23165 100644 --- a/landing/lenses/001720.json +++ b/landing/lenses/001720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -805,8 +805,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001740.json b/landing/lenses/001740.json index e07a6e22d191f5717379825f0640851af1fcad96..03e3f7b81092da7e74ffe69c4221a1b6557915dd 100644 --- a/landing/lenses/001740.json +++ b/landing/lenses/001740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001750.json b/landing/lenses/001750.json index f39a19d86c374e83fad611408667d00baf7fe4e2..f420cffa53157eee5ce4a20c0d17f51c7cd2e308 100644 --- a/landing/lenses/001750.json +++ b/landing/lenses/001750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -749,8 +749,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -769,8 +769,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -789,7 +789,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -876,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001770.json b/landing/lenses/001770.json index e4162fe345abd5b0091eef0cb8c857a1f0ee1323..fabb88dceb66e7cb9d40eac42bf561418aeb0073 100644 --- a/landing/lenses/001770.json +++ b/landing/lenses/001770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 26.97, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 32.32, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 26.97, + "grade": "dCR-BB+", + "score": 32.32, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 27.43, + "grade": "dCR-BB+", + "score": 32.86, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -912,10 +907,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.25, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1076,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1129,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1216,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001780.json b/landing/lenses/001780.json index 6b16a05b7a6b54ba09ceed11ad9af7c070f2ba71..30895df2ef614d62785f0745a5cbb3fb34cf3bc1 100644 --- a/landing/lenses/001780.json +++ b/landing/lenses/001780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 60점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.21%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001790.json b/landing/lenses/001790.json index 4e1b070ed279c10119500615287a01565a6d1fdc..c646d2078f06780d1d5b998ee3351567073362ff 100644 --- a/landing/lenses/001790.json +++ b/landing/lenses/001790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0017J0.json b/landing/lenses/0017J0.json index d7b789e8692893dc3766ed608b388fbb7b1dc858..b8d5782e37ab9c54ec8dfe8c80b9386c90170c19 100644 --- a/landing/lenses/0017J0.json +++ b/landing/lenses/0017J0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -410,7 +410,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/001800.json b/landing/lenses/001800.json index a8fd3e7b1fcca98d3eefa59554532de54100abd7..389b5e7fe7b5392076218245560de014afef87ec 100644 --- a/landing/lenses/001800.json +++ b/landing/lenses/001800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1560,7 +1560,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1582,7 +1582,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1600,8 +1600,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001810.json b/landing/lenses/001810.json index f3409f9d389b3ef982780756324d5fc61020af63..792da7142fed5ab0fa992937598388eca0f17dc1 100644 --- a/landing/lenses/001810.json +++ b/landing/lenses/001810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001820.json b/landing/lenses/001820.json index edc090d5dbbdcbacfdfc7b406c59f880d4f3e06c..3aa5480b03ba9ca4112099b13a3b6d0fc5bed606 100644 --- a/landing/lenses/001820.json +++ b/landing/lenses/001820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ab88b43d8e44", - "target": "001820", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.836 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001840.json b/landing/lenses/001840.json index e31d9cb9618dc00bd6285f853965a6423f004b57..28e865c47cfb3c9a449dbe703fba2ba511b5eeb8 100644 --- a/landing/lenses/001840.json +++ b/landing/lenses/001840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-23", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-23", "period": null, "status": "derived", @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-23", "period": null, "status": "observed", @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001890.json b/landing/lenses/001890.json index c081a0003f4f0eeb83316e7d3b0ccefb23a607ba..c1ec1b0c4f8a91cdd39c70bf39e286286b187455 100644 --- a/landing/lenses/001890.json +++ b/landing/lenses/001890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001940.json b/landing/lenses/001940.json index c692f4d31a89f504361596b87707bd40784d8ae9..69049f765e9e7ddcb06ecf797a89a0966ab5f0c9 100644 --- a/landing/lenses/001940.json +++ b/landing/lenses/001940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001970.json b/landing/lenses/001970.json index d5b04de7fbbf06320ad08afda68873886f5dc243..f439f097a82a4acd62d89c0e933db1e45f0f34da 100644 --- a/landing/lenses/001970.json +++ b/landing/lenses/001970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -503,10 +503,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -591,10 +591,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -610,10 +610,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -637,10 +637,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -655,10 +655,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -669,7 +669,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -677,7 +677,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002020.json b/landing/lenses/002020.json index 9bb312695c844ce2cb7083a7bd1d9703936a4ee8..d7f245095c42822503b17d7ff855d1efc0fcf3ca 100644 --- a/landing/lenses/002020.json +++ b/landing/lenses/002020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002030.json b/landing/lenses/002030.json index 5511144d286607aff443da08910fc48073444d8b..ef3ba62995f918421aeabc2268b0f6fca50c1609 100644 --- a/landing/lenses/002030.json +++ b/landing/lenses/002030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1472,7 +1472,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1494,7 +1494,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1512,15 +1512,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/002070.json b/landing/lenses/002070.json index e1bb22b94c9ca704cedbc14d6e7cfacb6a7b9942..87e8a3efbc046a7a94f6d4e951529b747696e9df 100644 --- a/landing/lenses/002070.json +++ b/landing/lenses/002070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 82.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 80.56%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,12 +1459,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:fffec592b959", + "target": "002070", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.567 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002100.json b/landing/lenses/002100.json index cca024111b04294d1193b23cd1c52890e2b98674..2da2b09b7b4146dc13504b82cd4b11a26b46641c 100644 --- a/landing/lenses/002100.json +++ b/landing/lenses/002100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002140.json b/landing/lenses/002140.json index f4615b25e55936ee176ce9af313f0ff048c37636..3c41fa94eebbf7fbb8b081ff94380f8441f13e17 100644 --- a/landing/lenses/002140.json +++ b/landing/lenses/002140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002150.json b/landing/lenses/002150.json index 02e8266b4558ced0d7cd4386f8a976e6a0b8e6ac..5defd5dca53245b7730145a3181578a75e1117b0 100644 --- a/landing/lenses/002150.json +++ b/landing/lenses/002150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002170.json b/landing/lenses/002170.json index cc1aa5269dedd0edd2fd14e84f6ecd2f5297bfc8..daed449252c2555526f870b4bd97078892ff3e43 100644 --- a/landing/lenses/002170.json +++ b/landing/lenses/002170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002200.json b/landing/lenses/002200.json index 25344986d8e9395a598e2ddf4355b87cbf08b315..040241f23a9eff774bbfde339e64b7c03e591e56 100644 --- a/landing/lenses/002200.json +++ b/landing/lenses/002200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002210.json b/landing/lenses/002210.json index 06e0167c440634dd4edd9e46a3cd84422928dbe7..3602526e12c2d773cd4e4579c3af98a636c890e8 100644 --- a/landing/lenses/002210.json +++ b/landing/lenses/002210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002220.json b/landing/lenses/002220.json index a8ad900a0e1a5e735fa7bc90b0802b9a8e64f15d..68d3a85270c8526ea9ad4604452c268500f7485b 100644 --- a/landing/lenses/002220.json +++ b/landing/lenses/002220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002230.json b/landing/lenses/002230.json index d9cd455445e42dd3e6fc444beba2cd0c5e387241..77a8518f072783ad81ef8224a99a066528b59307 100644 --- a/landing/lenses/002230.json +++ b/landing/lenses/002230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002240.json b/landing/lenses/002240.json index bd2a18062240ccd8b6258577571f78fe274359ec..cbde483bb9dda6ab3da86df93972267b76900f3c 100644 --- a/landing/lenses/002240.json +++ b/landing/lenses/002240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002290.json b/landing/lenses/002290.json index cf549486931bddb8a503a1215d6e263d22d2c31b..f9ea48991134d8d561a7f73907e1d743be0efc2b 100644 --- a/landing/lenses/002290.json +++ b/landing/lenses/002290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002310.json b/landing/lenses/002310.json index 0a38b4921d956ee6041c3797123eb73b07b85a10..f79a5c63bfba2258cbb984dcf936a3e3e4434368 100644 --- a/landing/lenses/002310.json +++ b/landing/lenses/002310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002320.json b/landing/lenses/002320.json index 634727fa629bd17ab06c0ffd20144a344d03dfdb..b9a1a05546ae5a6911ccad7c6ea0a6c559c8a87c 100644 --- a/landing/lenses/002320.json +++ b/landing/lenses/002320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1570,7 +1570,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1592,7 +1592,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1610,8 +1610,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/002350.json b/landing/lenses/002350.json index 5528a6f2b69bc7545585eabc5caf655d97e2f5ce..3b53d97d675dd6d4f6e4138a8a41a0858a2f56fa 100644 --- a/landing/lenses/002350.json +++ b/landing/lenses/002350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002360.json b/landing/lenses/002360.json index 27ca243c5fda6999e080d810cfd3d0053b70fbd5..e1b59b87f9b74ad7e3110daec8b2cf98b3c4bf61 100644 --- a/landing/lenses/002360.json +++ b/landing/lenses/002360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 44점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 7.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 7.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,10 +1261,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002380.json b/landing/lenses/002380.json index f2ee25ab7347f5e9d201e176995b10c43f98463c..23e16a5df3fd20e4442fa8dac5575baab23f77ea 100644 --- a/landing/lenses/002380.json +++ b/landing/lenses/002380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002390.json b/landing/lenses/002390.json index 60b9119aeea664710c17210b665da90047825b20..eb3faba4faf97094fcd2c3a3bf090d6e8e7165e6 100644 --- a/landing/lenses/002390.json +++ b/landing/lenses/002390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002410.json b/landing/lenses/002410.json index 7045717a232611dd24b8bf5ba865b7796a09cd28..8117b8b208950a391d391cdc30932ab49cd63a71 100644 --- a/landing/lenses/002410.json +++ b/landing/lenses/002410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002420.json b/landing/lenses/002420.json index b6c4b8dd2426fddacbe63ad571d0514151107b43..43953d457b8a8ac62f2d45a24cb8485719ed4344 100644 --- a/landing/lenses/002420.json +++ b/landing/lenses/002420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002450.json b/landing/lenses/002450.json index 52257c920f45a6c322b70b0381a20edd73939e4f..c15ecfd949a43c06ebd4659f20c5ddb8bd735a03 100644 --- a/landing/lenses/002450.json +++ b/landing/lenses/002450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,10 +1286,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002460.json b/landing/lenses/002460.json index eb0cb767071a490b56efaf60a3d187ba71404d1c..25abac438b22fbea9674d6bdcbfee230c8f44f29 100644 --- a/landing/lenses/002460.json +++ b/landing/lenses/002460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:e21dba23fb5c", - "target": "002460", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002550.json b/landing/lenses/002550.json index 320b1df15f47bf29921f691e1ba9c1a65f87f4be..bed6f788fd2b518413b257027bb6ce21d3751402 100644 --- a/landing/lenses/002550.json +++ b/landing/lenses/002550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,10 +639,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002600.json b/landing/lenses/002600.json index f95b01a92978ec98b9a7ccac25c95a69d96dc4f8..cf29ac6829b5ab0bbab6c71be40f932b1c29c377 100644 --- a/landing/lenses/002600.json +++ b/landing/lenses/002600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,8 +1464,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002620.json b/landing/lenses/002620.json index cdc2d8218272781fdbad2773eefcda3f3242dbcc..ff5fcf4280f2c7500c5ce76a0383cb06e72e9445 100644 --- a/landing/lenses/002620.json +++ b/landing/lenses/002620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002630.json b/landing/lenses/002630.json index a481d92345adf166ce0088c7a3e6575fcbf3bbcf..ab9ef712f0b63dc88d0331a3c156aa4ef9f80b69 100644 --- a/landing/lenses/002630.json +++ b/landing/lenses/002630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -959,10 +959,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-09-02", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -991,7 +991,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-09-02", "period": null, "status": "derived", @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-09-02", "period": null, "status": "observed", @@ -1099,10 +1099,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1118,10 +1118,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002670.json b/landing/lenses/002670.json index 58f5b6563d1be0a1cad68cd594e5bba7ab772eb0..c2718cbc0a806014262103d6990502592093a7d1 100644 --- a/landing/lenses/002670.json +++ b/landing/lenses/002670.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/002680.json b/landing/lenses/002680.json index 39aa2ce38817824ca5781081019182b75048025d..a4c07ee720feae235b92b60bee771500c393dffb 100644 --- a/landing/lenses/002680.json +++ b/landing/lenses/002680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1686.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1817.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002690.json b/landing/lenses/002690.json index 664361aba3a2e02f2351dc1db6892ed69240093c..807b46475eb2fdbfb086af6dc9c997467797f3f8 100644 --- a/landing/lenses/002690.json +++ b/landing/lenses/002690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -986,8 +986,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1017,10 +1017,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1030,7 +1030,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1039,7 +1039,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1107,10 +1107,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1126,10 +1126,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002700.json b/landing/lenses/002700.json index e40633f49e923100ba0d47675fb13c1a95e4bc75..bdf6474ff627cfa8ba7e6ad14dc4b739ef232747 100644 --- a/landing/lenses/002700.json +++ b/landing/lenses/002700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002710.json b/landing/lenses/002710.json index efd343d958f4f6b2d102d94340145fe9acc5fd4d..786e8381f7960e93cbd785bafbfe72960ba821d0 100644 --- a/landing/lenses/002710.json +++ b/landing/lenses/002710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.6점 하향 (PD 16.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.6점 하향 (PD 16.27%). 최근 주가 하락이 반영된 결과", "D/EBITDA 21.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1352,7 +1352,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1676,7 +1676,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1698,7 +1698,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1716,8 +1716,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/002720.json b/landing/lenses/002720.json index e78ec0276d7f5715f7861e0b8ffa596dd3bf03cb..54b1bfe47ae9c5e22c5c208e80159f585d358e71 100644 --- a/landing/lenses/002720.json +++ b/landing/lenses/002720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002760.json b/landing/lenses/002760.json index 63e67543a5af892a6c991a18b47dd9328c996576..e869550a020934cd7c902a5911e4ef249e576ee3 100644 --- a/landing/lenses/002760.json +++ b/landing/lenses/002760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002780.json b/landing/lenses/002780.json index 9340b9842e46095ce1e54c6371d476a6deea056f..31c890ee088c6dc1241b96b6a1c75dfa5e04a8cd 100644 --- a/landing/lenses/002780.json +++ b/landing/lenses/002780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-08-13", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-13", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-13", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-13", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002790.json b/landing/lenses/002790.json index c51212612195a2d0f13c336bbf56dec7c258b4cb..5e7fe11eb868443d42a2f062292580062856e7f6 100644 --- a/landing/lenses/002790.json +++ b/landing/lenses/002790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002800.json b/landing/lenses/002800.json index 7f56334b79d91eb7d6fb7be6bad8908fbc3b1525..6f4409afcb9b5dace6a79e6eed8145910c261a91 100644 --- a/landing/lenses/002800.json +++ b/landing/lenses/002800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002810.json b/landing/lenses/002810.json index 2edd3e1bdacbeb3b40564664c94dd512f1489b7e..f764bbe6bb3698b91884d8c551e2982cb9a4f548 100644 --- a/landing/lenses/002810.json +++ b/landing/lenses/002810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002820.json b/landing/lenses/002820.json index 1f931d0cb397a27bf127b721fc8ebcdaace2d7dd..397cc83314bf250b8b9bbed0729e6ea18634060d 100644 --- a/landing/lenses/002820.json +++ b/landing/lenses/002820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002840.json b/landing/lenses/002840.json index 5ae224de3a739d76846948783b4f1bfa3f11f10b..9110e933248c1e163f0e4cf8629667e02ca1d900 100644 --- a/landing/lenses/002840.json +++ b/landing/lenses/002840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,10 +1266,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1592,12 +1592,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ed562a69aa4a", + "target": "002840", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002870.json b/landing/lenses/002870.json index 69ef73b73bd94dd198f1df016640ff5511d7e175..b2da846a5f1e48fb8155969af02ee9b81e8f8a51 100644 --- a/landing/lenses/002870.json +++ b/landing/lenses/002870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002880.json b/landing/lenses/002880.json index 97209f6f2b706659a9561140a5d099eafebb18e6..1b5389b3169fbbf123aeee97e6f531db746a4393 100644 --- a/landing/lenses/002880.json +++ b/landing/lenses/002880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 10.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-08-24", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-24", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-24", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-24", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002900.json b/landing/lenses/002900.json index 2b381f384695205a172fc2d00955cbe08888246f..851aa12ffa7372e26f1bdf113892c0bf982524a2 100644 --- a/landing/lenses/002900.json +++ b/landing/lenses/002900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002920.json b/landing/lenses/002920.json index 0c0ded04e9eaea124df40d050e44b4dc4c467747..0cfa332c9fc71ce41ca04889b463ebec3da85281 100644 --- a/landing/lenses/002920.json +++ b/landing/lenses/002920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/002960.json b/landing/lenses/002960.json index e9f881a186adc26e7acbb4ada82e36abad9b56f3..37854b1ea5eee81932e9c59d26b4aa0d3603fd71 100644 --- a/landing/lenses/002960.json +++ b/landing/lenses/002960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002990.json b/landing/lenses/002990.json index da589cbe849ca1b05ae2c6a3f33dec358f133131..cec62fe615d3710b840c86de3fb9c8ff1149cade 100644 --- a/landing/lenses/002990.json +++ b/landing/lenses/002990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003000.json b/landing/lenses/003000.json index e527c4f976921857ec005ff10a723b8e09fd0c7f..a8374f6c2ffb3c7083550887a722f2570cb01dfc 100644 --- a/landing/lenses/003000.json +++ b/landing/lenses/003000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003010.json b/landing/lenses/003010.json index e93ea0f867f8be0a68b565a571d8bd3dad776b26..ad8a7fa8ddd4b4732ebac020f4c8edf2c03a6dc9 100644 --- a/landing/lenses/003010.json +++ b/landing/lenses/003010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -848,14 +848,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -994,8 +994,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1007,8 +1007,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1025,10 +1025,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1038,7 +1038,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,10 +1152,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1170,10 +1170,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003030.json b/landing/lenses/003030.json index 6d5317a54e163bce64ee55704c139213e55f6979..7c56c0b7a2f7fb70ef4babeafc26023203344e51 100644 --- a/landing/lenses/003030.json +++ b/landing/lenses/003030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -933,8 +933,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,10 +986,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003060.json b/landing/lenses/003060.json index baeae765a94bf2abc7d3a1ae98ee7aba53fa78ea..0394fc6ca79c8d12121f8247a99d7fdc311f2451 100644 --- a/landing/lenses/003060.json +++ b/landing/lenses/003060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9993.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9996.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003070.json b/landing/lenses/003070.json index d7c46e13b6ea660264cc036581ca78abb25839ae..fd86eb81be402b632b9b007744d35829324df67a 100644 --- a/landing/lenses/003070.json +++ b/landing/lenses/003070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003080.json b/landing/lenses/003080.json index 26c766cd9fe9422228909d9c6a5c3d203f696637..ea6ab722fda65a9146df9810d4b05e178ccec92a 100644 --- a/landing/lenses/003080.json +++ b/landing/lenses/003080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003090.json b/landing/lenses/003090.json index a51697e5f0077aea3cd6f00985e850215452c22a..61b8669160c08c59da14ed81282b69d1e111c5d4 100644 --- a/landing/lenses/003090.json +++ b/landing/lenses/003090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003100.json b/landing/lenses/003100.json index 7802421dd19429ce9eb1524e01cf1d1323af60b0..1571f0620697ee07cd8e6f363edd7a81899b8697 100644 --- a/landing/lenses/003100.json +++ b/landing/lenses/003100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003120.json b/landing/lenses/003120.json index 330683cfca2768d1e898a56722241e9d5f9384e1..7dbbd14372508fa72bd79a8a7bda251f9d0e0143 100644 --- a/landing/lenses/003120.json +++ b/landing/lenses/003120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003160.json b/landing/lenses/003160.json index b46f263b4a0e1ae67635278058864350322c6dbc..ba307c9d80cbdad6351e7177837a974064628e8a 100644 --- a/landing/lenses/003160.json +++ b/landing/lenses/003160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -967,19 +967,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,17 +1046,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1119,13 +1119,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1134,7 +1134,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003200.json b/landing/lenses/003200.json index 1a4332fdf40e881a7233f733bc40940754a0f9de..356e63d4e27dca943bc1754e1011850928829a99 100644 --- a/landing/lenses/003200.json +++ b/landing/lenses/003200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003220.json b/landing/lenses/003220.json index 0bad1f38b92df09ed5f0165cb065d9679ccce3b1..97f19525cd0def43c28cef105f3693f50647d0f5 100644 --- a/landing/lenses/003220.json +++ b/landing/lenses/003220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 8.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 8.84%). 최근 주가 하락이 반영된 결과", "D/EBITDA 65.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1470,7 +1470,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1492,7 +1492,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1510,8 +1510,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003230.json b/landing/lenses/003230.json index 003e7dd4eef7a99e29db4d316852dc7bd106cb2d..37387fcbfce66451615915271190159598f4ef2f 100644 --- a/landing/lenses/003230.json +++ b/landing/lenses/003230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,10 +908,9 @@ "eCR": "eCR-2", "pdEstimate": 0.04, "notchAdjustment": { - "totalNotch": 2, + "totalNotch": 1, "reasons": [ - "CAPEX집약 OCF양수 (투자 사이클)", - "시가총액 11조" + "CAPEX집약 OCF양수 (투자 사이클)" ], "monotonicGate": "A+" }, @@ -932,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1225,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1258,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003240.json b/landing/lenses/003240.json index d48ce44d415f2a419051bd5878986fc50fca6fc8..69cec10d1fef30380d156cada07f5d091caaf102 100644 --- a/landing/lenses/003240.json +++ b/landing/lenses/003240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003280.json b/landing/lenses/003280.json index 0092641f48b0fb72a149f289d33ac22d898f3320..f84de39c7aadc97a8cecca247802337bafb297a4 100644 --- a/landing/lenses/003280.json +++ b/landing/lenses/003280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,15 +1057,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1553,12 +1553,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a14363766503", + "target": "003280", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003300.json b/landing/lenses/003300.json index 2b24d46363a36a88e7cfc570fe828a07284ce9af..cca67c749149323ff5ed62ff5ca1020f1d4d83d0 100644 --- a/landing/lenses/003300.json +++ b/landing/lenses/003300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.61%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003310.json b/landing/lenses/003310.json index 907ba5fccf1a94b11e9a64e70f2b23993b1dba93..30968a62b1133f4c754124fa92f1b35b16d5340d 100644 --- a/landing/lenses/003310.json +++ b/landing/lenses/003310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003350.json b/landing/lenses/003350.json index db0cb871e20eb3b1aee1aec77e77316ea0b412ff..71c0913477d6a7324c17c1c9a6c8104142a92c67 100644 --- a/landing/lenses/003350.json +++ b/landing/lenses/003350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003380.json b/landing/lenses/003380.json index 8e5da3022ce2d65e8b1ebb7c7b45e3fba9ecb3c9..764ef95378fd03c9e2ab54a532c0e84bfb20cb8a 100644 --- a/landing/lenses/003380.json +++ b/landing/lenses/003380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -764,14 +764,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -891,10 +891,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -937,7 +937,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -957,8 +957,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1015,7 +1015,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1071,10 +1071,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1090,10 +1090,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003410.json b/landing/lenses/003410.json index 15286416f2b88623daa2a53d539378cec928b439..4eb0d084f787bd8f0fa9ea14d8252e3027f0c079 100644 --- a/landing/lenses/003410.json +++ b/landing/lenses/003410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -653,10 +653,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -671,10 +671,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -685,7 +685,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003450.json b/landing/lenses/003450.json index f376b8d4cd31e0f71835331d760d82d7ed517f81..447318cd18b509d8d33911c05563db2ee9b3ce2b 100644 --- a/landing/lenses/003450.json +++ b/landing/lenses/003450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -955,10 +955,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1105,10 +1105,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1124,10 +1124,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1151,10 +1151,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1169,10 +1169,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003460.json b/landing/lenses/003460.json index 98f2af008b68fc1a394e366a68c14a26cc0d8f83..d033b1dcc1c4f37afa5920a99cb49e31eba387b8 100644 --- a/landing/lenses/003460.json +++ b/landing/lenses/003460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -702,8 +702,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -722,8 +722,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -742,7 +742,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -810,10 +810,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -829,10 +829,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -852,7 +852,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003470.json b/landing/lenses/003470.json index 0c45dddbd9d6bae47b7a553862048b90c52997ca..f6f8dc6b8a78be067fe977b3386c6dfd44beadfd 100644 --- a/landing/lenses/003470.json +++ b/landing/lenses/003470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -830,7 +830,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -850,8 +850,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -872,8 +872,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -908,7 +908,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,7 +1006,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003480.json b/landing/lenses/003480.json index fb5c0ced3ff4fd200e24282d5262de1d5db79743..7f46248c15182b141e2a6e80165455600e70180e 100644 --- a/landing/lenses/003480.json +++ b/landing/lenses/003480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 26.53, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 28.78, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 26.53, + "grade": "dCR-A", + "score": 28.78, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 27.35, + "score": 29.6, "assumptions": { "scenarioStress": "moderate" } @@ -838,11 +838,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -910,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": { "totalNotch": 4, "reasons": [ @@ -919,6 +914,7 @@ ] }, "divergenceExplanation": [ + "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.65%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -935,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1108,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1261,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003490.json b/landing/lenses/003490.json index 7ac347689ce08d5be38c0b84a9591e3908d82775..8edbcdd9bfb571aa1be6cde743a2cf74b0406149 100644 --- a/landing/lenses/003490.json +++ b/landing/lenses/003490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1068,19 +1068,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1101,8 +1101,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1114,7 +1114,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,17 +1147,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1192,7 +1192,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1226,7 +1226,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1235,7 +1235,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1248,10 +1248,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1267,10 +1267,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1568,12 +1568,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0e730e360163", + "target": "003490", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.385 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003520.json b/landing/lenses/003520.json index bf871f040a17771c597a08052c5686448360ff32..5e4825b8f4861106cd9786d68cbee5773c9ceccf 100644 --- a/landing/lenses/003520.json +++ b/landing/lenses/003520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003530.json b/landing/lenses/003530.json index ec1c99e1bf28c4d12f3c7e5bafd31b40ce2e4991..b92e0450b2337b68c7d81fc7aac494294a46b7c8 100644 --- a/landing/lenses/003530.json +++ b/landing/lenses/003530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,14 +828,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1102,13 +1102,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,10 +1176,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1194,10 +1194,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003540.json b/landing/lenses/003540.json index 0a4e5346b3c801a7b7ccd38c0a652ed8da5d2ca8..8fe32c8dabed86d72223ba4d1f79b10934dea584 100644 --- a/landing/lenses/003540.json +++ b/landing/lenses/003540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -717,15 +717,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -750,8 +750,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -796,17 +796,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -869,13 +869,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -884,7 +884,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1192,88 +1192,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6d0725c68afd", - "target": "003540", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003550.json b/landing/lenses/003550.json index e3f05121d104dd85c0ffaac625ad564c1905b4a1..d759faacd7fcdbb1249079be764050bda5dbbd5a 100644 --- a/landing/lenses/003550.json +++ b/landing/lenses/003550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a53fe576a07b", - "target": "003550", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.701 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003560.json b/landing/lenses/003560.json index 8a0dfde80e085cf96dd98849309b02ac6966cbf2..31ad1e3b51d5ca0aef61c222506e37789443fee4 100644 --- a/landing/lenses/003560.json +++ b/landing/lenses/003560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-14", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-14", "period": "2025", "status": "derived", @@ -1127,7 +1127,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-14", "period": "2025", "status": "observed", @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003570.json b/landing/lenses/003570.json index 2eea8ae462d522539dd7c7fdf1953aa448e8a09b..0b3947fa7a14baaff25aa327829efe09a0e5a017 100644 --- a/landing/lenses/003570.json +++ b/landing/lenses/003570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003580.json b/landing/lenses/003580.json index 568e237a594add15e4ceb92c0827fa215a8fc5f6..d97811391619f9fefd4d019917f340e9b40491d6 100644 --- a/landing/lenses/003580.json +++ b/landing/lenses/003580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -548,18 +548,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 42.91, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 46.74, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,14 +744,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 42.91, + "score": 46.74, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 43.57, + "score": 47.36, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 10.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -980,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1013,7 +1014,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1026,7 +1027,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1069,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1104,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1179,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,10 +1207,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1220,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1244,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1488,7 +1489,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1510,7 +1511,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1528,15 +1529,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/003610.json b/landing/lenses/003610.json index 8587500242b76dc841029a41b9a6aba4e5ab08ca..175ade6de80d15c72e51e000ebc5de4d1dc7ec31 100644 --- a/landing/lenses/003610.json +++ b/landing/lenses/003610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003620.json b/landing/lenses/003620.json index 85c99298024ee9212a1146fc36238c89c67ca160..7567021d04e1658acb6df8810c1f0f08aaeef963 100644 --- a/landing/lenses/003620.json +++ b/landing/lenses/003620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003650.json b/landing/lenses/003650.json index 8f2d836cc9b2698f91d7b3716aee8109ee47adaf..5bc552a80b020fcb9a449652d329451a9f02fa2e 100644 --- a/landing/lenses/003650.json +++ b/landing/lenses/003650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 5.18, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 6.12, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 5.18, + "score": 6.12, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 5.19, + "score": 6.13, "assumptions": { "scenarioStress": "moderate" } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1237,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003670.json b/landing/lenses/003670.json index 629d99b700f06266b4a526f72e424b53b3cfd594..143cdb88aebd8a66b11e4246f7558613dc4a5356 100644 --- a/landing/lenses/003670.json +++ b/landing/lenses/003670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003680.json b/landing/lenses/003680.json index e231a7ee47aa85c7fae5e32223fbe270c927c74e..c9411873a81e124046db3c1d614bd8e8c45a6d95 100644 --- a/landing/lenses/003680.json +++ b/landing/lenses/003680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 12.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 13.23%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1075,7 +1075,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1119,7 +1119,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,10 +1242,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003690.json b/landing/lenses/003690.json index 3940cdc0d2bc86c896b4eee2acb83aee65e98976..74a2e5a56268dc088579743f9531889ad3f69645 100644 --- a/landing/lenses/003690.json +++ b/landing/lenses/003690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -717,19 +717,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -750,8 +750,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -796,17 +796,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -869,13 +869,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -884,7 +884,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003720.json b/landing/lenses/003720.json index c54fb9a16215c6388dd7d34bfc12c112a8ed6e19..668f3309fa6a543c6c3a1e5284be9ac06fa1ec00 100644 --- a/landing/lenses/003720.json +++ b/landing/lenses/003720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1606,7 +1606,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1628,7 +1628,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1646,15 +1646,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/003780.json b/landing/lenses/003780.json index 68307e6a201cb04889c2512b6f8a8542d0f34960..ef737128ad87ff80f6cf18fe4e535fbd125245a4 100644 --- a/landing/lenses/003780.json +++ b/landing/lenses/003780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0037T0.json b/landing/lenses/0037T0.json index 47fcae3a05b2cc84ca3c21d73c12633223a44a61..11a700eb60edbe37bfad18fa05feb88249de9d5d 100644 --- a/landing/lenses/0037T0.json +++ b/landing/lenses/0037T0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003800.json b/landing/lenses/003800.json index 27202e7e57bba3d31d6233808a6ee64d1ac571c1..8f345f28e7eda17dd3dc580d260775c4c1ecaa2d 100644 --- a/landing/lenses/003800.json +++ b/landing/lenses/003800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003830.json b/landing/lenses/003830.json index d577c8928e06a35ad8331b689a93a067488a1b1b..7b50e124d83dbdaecd1a21cd5f639510b5836cbf 100644 --- a/landing/lenses/003830.json +++ b/landing/lenses/003830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -996,8 +996,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1104,10 +1104,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1123,10 +1123,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,10 +1150,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1168,10 +1168,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003850.json b/landing/lenses/003850.json index 0e58cb63a658e96e93ee9cebaaefdac9a909325b..99c5a4667a24a8f6a176bc2a6ba6bfa22d8e7c4f 100644 --- a/landing/lenses/003850.json +++ b/landing/lenses/003850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003920.json b/landing/lenses/003920.json index b40009dc340d1c5e40bfddf19c50caacda2b5b2a..a9e84bd2770dd5bfb6fe9fce5b8b0e8073bbea7c 100644 --- a/landing/lenses/003920.json +++ b/landing/lenses/003920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003960.json b/landing/lenses/003960.json index b86e685e8d561d76d5cc89860dc6f373ebd0f201..01c9c78aeb6948329be66eead1f2b09d5306b225 100644 --- a/landing/lenses/003960.json +++ b/landing/lenses/003960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0039P0.json b/landing/lenses/0039P0.json index 776411c66cf761e35b51fcc611206aaad1d566f9..fb2165ed643e005ab54dcb21339b0abe4dd1d774 100644 --- a/landing/lenses/0039P0.json +++ b/landing/lenses/0039P0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/004000.json b/landing/lenses/004000.json index 9bed366b8adaf9ab4a48498986d9146f620686fa..46f2014b52a659200b8087a1acdc05082e94ea42 100644 --- a/landing/lenses/004000.json +++ b/landing/lenses/004000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004020.json b/landing/lenses/004020.json index 6428c760e9a1e6047d95637257f95732fa399a04..7595a3e408b8d40e6d16b4f565029509302d91eb 100644 --- a/landing/lenses/004020.json +++ b/landing/lenses/004020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/004060.json b/landing/lenses/004060.json index 77e6392182929bfa5feda363411a53db2833d0ce..8fcf0ec1ed80103d603736a7c35dcb554dce0aaf 100644 --- a/landing/lenses/004060.json +++ b/landing/lenses/004060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004080.json b/landing/lenses/004080.json index 65e3e994ac72277ee1ac418d0ec1692c3c361cb3..ef0169244de839947f0123239467e08b1439fa2e 100644 --- a/landing/lenses/004080.json +++ b/landing/lenses/004080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004090.json b/landing/lenses/004090.json index 5bc615535c53c3fa1cfcac9dbc1aeb947deef68e..25b74b3a4f14a9ef2b7fd52b4f0bf3de17b931a8 100644 --- a/landing/lenses/004090.json +++ b/landing/lenses/004090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 42.25, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 40.00, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 42.25, + "grade": "dCR-BB+", + "score": 40.0, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 43.13, + "grade": "dCR-BB+", + "score": 40.88, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/004100.json b/landing/lenses/004100.json index 98c69bab1245b4ce541891e1895e82c509943302..88c636cdb8b06cea9bad06c93e0050f2a8ca9a29 100644 --- a/landing/lenses/004100.json +++ b/landing/lenses/004100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004140.json b/landing/lenses/004140.json index e96b018c26064d88a05df9962190f71a7630cf60..5a6e6dcdf38c51ce553b5827422a3d25b43e7983 100644 --- a/landing/lenses/004140.json +++ b/landing/lenses/004140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 18.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 18.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004150.json b/landing/lenses/004150.json index 9ff1cfcc42ab89331934cc9d6f0ab06e41af2c45..51b8624b8702a217a1fc76d122711cd5cfd783f3 100644 --- a/landing/lenses/004150.json +++ b/landing/lenses/004150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004170.json b/landing/lenses/004170.json index 7eafe2adf3d2d4616223a83053ad44cc0b47b9dc..d2f2499f66330fddfae926a6b8e8b7787766401d 100644 --- a/landing/lenses/004170.json +++ b/landing/lenses/004170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0041B0.json b/landing/lenses/0041B0.json index 8a86752916c922c9b28a1adca1236610ca666dff..2d529ced376ba4e01f805a09b3d03378b9980820 100644 --- a/landing/lenses/0041B0.json +++ b/landing/lenses/0041B0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0041J0.json b/landing/lenses/0041J0.json index 5f83f86a52305c7fd7cac43bc67db2344d772b1b..3e18c6019bde6297e8194ad72af5d0ea1e3e68f3 100644 --- a/landing/lenses/0041J0.json +++ b/landing/lenses/0041J0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0041L0.json b/landing/lenses/0041L0.json index b9e237388cf32861fd24aab40de59ef0d36fd17f..310d27a540d2d5a178533764651d78bc5e9095f1 100644 --- a/landing/lenses/0041L0.json +++ b/landing/lenses/0041L0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -524,7 +524,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004250.json b/landing/lenses/004250.json index c2ef4e98d23d2dd1eee90282d548689295dfddaf..07c32d86cbbcc44e43d4ad0fa2c414d6955c0a8d 100644 --- a/landing/lenses/004250.json +++ b/landing/lenses/004250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004270.json b/landing/lenses/004270.json index ed783d3bdd07278f67e384a854eca0e00d75bb18..3b38d84e8f44070aaf4ac0f7149daa05e5094f89 100644 --- a/landing/lenses/004270.json +++ b/landing/lenses/004270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004360.json b/landing/lenses/004360.json index 2debd79f97da7b292b1005bbb504154ada55676e..018f254a2f107d8294b6e7b81e2fa1801bb94081 100644 --- a/landing/lenses/004360.json +++ b/landing/lenses/004360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004370.json b/landing/lenses/004370.json index cb2d60389b71e52de30837dd90113bf9643b787b..69074509775082dc7b984ce075e2f7aa9207367a 100644 --- a/landing/lenses/004370.json +++ b/landing/lenses/004370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004380.json b/landing/lenses/004380.json index d58d0e0591e0b68afdf633986e7cf4ffa046de66..7dfd5756a71684ec40f0a781149d7c5f0fb2487f 100644 --- a/landing/lenses/004380.json +++ b/landing/lenses/004380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004410.json b/landing/lenses/004410.json index 12e47e16f40798e381138429c93846c1dbadf202..04f26a7b176fa80561edde3bbe0bb7ba8d659ccf 100644 --- a/landing/lenses/004410.json +++ b/landing/lenses/004410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1070,7 +1070,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004430.json b/landing/lenses/004430.json index 27c5698d4c3e35fac0e56fa5d86c5fae5a9389a9..3f01863ee5aa62dc526614a8b9eb4d38785b63df 100644 --- a/landing/lenses/004430.json +++ b/landing/lenses/004430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1603,7 +1603,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1625,7 +1625,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1643,8 +1643,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/004440.json b/landing/lenses/004440.json index 81f614c624dd2d61fd520ecc90fe3d2049e07c44..db8b144b503fe734c760a437b0adcd783c447d5a 100644 --- a/landing/lenses/004440.json +++ b/landing/lenses/004440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -993,8 +993,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1045,10 +1045,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1058,7 +1058,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004450.json b/landing/lenses/004450.json index a3f21fc9bfb73d103c82630343fea9ce8788a247..bf1cb8300c6c34e11e6945741b748f9e6a577a1c 100644 --- a/landing/lenses/004450.json +++ b/landing/lenses/004450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004490.json b/landing/lenses/004490.json index 3b8fbd566b3c1678eece33e050645707dc8f2445..29b02dbeed8eb94c31d030ba3b2e1cc9212bab7a 100644 --- a/landing/lenses/004490.json +++ b/landing/lenses/004490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0044K0.json b/landing/lenses/0044K0.json index 1e5fd255934e2181161bf063791b5478f59231e3..3beca47748e486a2de211a044d1be3f4d5193ab1 100644 --- a/landing/lenses/0044K0.json +++ b/landing/lenses/0044K0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004540.json b/landing/lenses/004540.json index 8e2e0e2c6e800b42fa504fca5de021c5774c178d..71f2008ae3bcbfde662619628916bc47ec7f5621 100644 --- a/landing/lenses/004540.json +++ b/landing/lenses/004540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 26.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 25.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004560.json b/landing/lenses/004560.json index c94e54cdf69bcf8ad296a06bf024137a0e3b6db2..d833238db1b1060318d6cbdb2c78a51ecce6808b 100644 --- a/landing/lenses/004560.json +++ b/landing/lenses/004560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:fb5fc1bfa0d2", + "target": "004560", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.368 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004590.json b/landing/lenses/004590.json index 0301ec1f590379a25a12d539a34844b25e2095eb..3fe6da68da4f1d331f9bbaa0614f913d0ff73ca5 100644 --- a/landing/lenses/004590.json +++ b/landing/lenses/004590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004650.json b/landing/lenses/004650.json index 3ae2b8a6f654ba56b7c34eb0b13e04ffa7bc16d7..933b0b72e36d2293beb1f95f40f0675c952afadd 100644 --- a/landing/lenses/004650.json +++ b/landing/lenses/004650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004690.json b/landing/lenses/004690.json index ba4c529cc5d6e123bf6268a702e4f3524d3f7b53..487c08312083343d1c52d30af485241b605450c4 100644 --- a/landing/lenses/004690.json +++ b/landing/lenses/004690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004700.json b/landing/lenses/004700.json index 0cb669bb0c6566b2e2b34def6a01a50af627eb28..116671ab57c3da3542013e20d94659efa763b601 100644 --- a/landing/lenses/004700.json +++ b/landing/lenses/004700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,10 +1228,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1246,10 +1246,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004710.json b/landing/lenses/004710.json index 92e61fde2b8dbbe29017eadae6e34a9b3cf556c2..3aa5ec646015f09357fa34f5e917d3e37cb4f3c2 100644 --- a/landing/lenses/004710.json +++ b/landing/lenses/004710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,12 +1458,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:99cf5297f1f5", + "target": "004710", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.471 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004720.json b/landing/lenses/004720.json index 3b25c78c122b2f507ff6016000ec50fa60b924f3..345b083fd2e4c6bcd8e6c75d4f3df19c2614b004 100644 --- a/landing/lenses/004720.json +++ b/landing/lenses/004720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004770.json b/landing/lenses/004770.json index 02e24765fb9942899d5f2da8ef7537e48519d9a8..dd0ed03beb34ba56b7e7c8fcb6b5a135268f9ac5 100644 --- a/landing/lenses/004770.json +++ b/landing/lenses/004770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004780.json b/landing/lenses/004780.json index 9a102e5261de6c9188750aba2ce69e2e51db3770..9683da5a107405fd1cb7c0229448f11c7677e540 100644 --- a/landing/lenses/004780.json +++ b/landing/lenses/004780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,10 +1229,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004800.json b/landing/lenses/004800.json index 9e0c01906e1eb479d829355e0293adcb957914f3..d30b236c2405a2ceabd4d164b54ea35fa0ed95e7 100644 --- a/landing/lenses/004800.json +++ b/landing/lenses/004800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1599,88 +1599,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a3dca42a9cfb", - "target": "004800", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.487 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004830.json b/landing/lenses/004830.json index 3c1b5f812992c53ebcee2ea1d6a89fe453d7590b..37cdf9b1c195f42295574b09db38c9cdb2ff9546 100644 --- a/landing/lenses/004830.json +++ b/landing/lenses/004830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 6.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 6.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004840.json b/landing/lenses/004840.json index 0f73b1546d9630664500f5db69c904e5bb0255e3..4f17da3c3ce74f275034707d2518a930dac88918 100644 --- a/landing/lenses/004840.json +++ b/landing/lenses/004840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004870.json b/landing/lenses/004870.json index 83e462d59604f46375e5bc097d2b5789a76c74e1..95ead571363ed10ecab6c438236da0c20e8e8979 100644 --- a/landing/lenses/004870.json +++ b/landing/lenses/004870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.65%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004890.json b/landing/lenses/004890.json index 90d262412ca7002ccbaba18d701d09830ecb5b28..f97f1e0a0cb6b71f3e5812c77cee9beaf2096d83 100644 --- a/landing/lenses/004890.json +++ b/landing/lenses/004890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,8 +1465,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004910.json b/landing/lenses/004910.json index d2bdb7c7b966c58f804c9763d50ace0ce06ae86b..c32e5bec726648068afed9b1e1a206b924f2a568 100644 --- a/landing/lenses/004910.json +++ b/landing/lenses/004910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 10.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 10.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004920.json b/landing/lenses/004920.json index b9fd9b54bde9d646d6a998d2c7c196f842d1adfc..11e7d9653969adc39abca2cbc5acd06a25a79f85 100644 --- a/landing/lenses/004920.json +++ b/landing/lenses/004920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 34.26, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 38.25, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 34.26, + "grade": "dCR-BB+", + "score": 38.25, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 35.22, + "grade": "dCR-BB+", + "score": 39.38, "assumptions": { "scenarioStress": "moderate" } @@ -906,7 +906,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 9.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-08", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-08", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1566,7 +1566,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1588,7 +1588,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1606,15 +1606,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/004940.json b/landing/lenses/004940.json index f01e9a86d5144917279b134514bc9c14899478f5..6b37a6539b91b41a282c91823f48af18bd1985bd 100644 --- a/landing/lenses/004940.json +++ b/landing/lenses/004940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,10 +639,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004960.json b/landing/lenses/004960.json index 08eb682d21fcd386fb82a7246bd4b74e7b29ef6a..8af48defb52c793d93ceeb91bc3136794e959084 100644 --- a/landing/lenses/004960.json +++ b/landing/lenses/004960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004970.json b/landing/lenses/004970.json index 0eff834059a8ce8395395423d12fb5235f1a31f7..e763b8e5c19feeae9f5f8a9636297cbc33cce333 100644 --- a/landing/lenses/004970.json +++ b/landing/lenses/004970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004980.json b/landing/lenses/004980.json index 8bad7946a4738ca4a5ec1b5d774e3fa29fe2575e..0e1232466c0671f0879821dfe0431a2c86547d5b 100644 --- a/landing/lenses/004980.json +++ b/landing/lenses/004980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004990.json b/landing/lenses/004990.json index 81ab9f11fb9c964733e39b1a2d2b91af36cd2a48..430d9441852e719bba797a0406c98c5f3feafd8e 100644 --- a/landing/lenses/004990.json +++ b/landing/lenses/004990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -926,7 +926,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005010.json b/landing/lenses/005010.json index fec5f9bef7d201fe9cf821a5a94d892f07aa08a8..5b2f3721e70ec60de2a5529333f07a15ea45864a 100644 --- a/landing/lenses/005010.json +++ b/landing/lenses/005010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1287,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1561,12 +1561,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:10ccffa0c173", + "target": "005010", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.602 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005030.json b/landing/lenses/005030.json index 15f6c76e7fe2994129e3d8fc094ad1eee19e93e7..8f5b0719106bdf46d82cc0e81d21835fd67cb53c 100644 --- a/landing/lenses/005030.json +++ b/landing/lenses/005030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,10 +1180,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1198,10 +1198,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005070.json b/landing/lenses/005070.json index 8eb63c9440c5df5d28b8802bff1714542087e539..32671369316916b07eaf82a76e17af846d4fd4bc 100644 --- a/landing/lenses/005070.json +++ b/landing/lenses/005070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,10 +1239,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005090.json b/landing/lenses/005090.json index 107b668dea6a12efd077e6cf4999eb0383557466..60407033f2558db4685029fb85202076a1c120dc 100644 --- a/landing/lenses/005090.json +++ b/landing/lenses/005090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1511,12 +1511,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:034c04133624", + "target": "005090", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.38 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005110.json b/landing/lenses/005110.json index 89408e86e5bbb4164f1fd205f29dab074960f19c..d13e718a73077f6bcfc264f170f94eb3af7d2f70 100644 --- a/landing/lenses/005110.json +++ b/landing/lenses/005110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005160.json b/landing/lenses/005160.json index 67251df59d4252219eec44f92f5e4f593e5b4688..dfb8f73350a91dbb92e1917896e6219cce024a21 100644 --- a/landing/lenses/005160.json +++ b/landing/lenses/005160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.90%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005180.json b/landing/lenses/005180.json index 6c5746eff57d3885defd73d88fda46a55ebbeda3..51d4afc707366e900185155d88db61936fb9200e 100644 --- a/landing/lenses/005180.json +++ b/landing/lenses/005180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005250.json b/landing/lenses/005250.json index 638f05783a7c05ae61803568d2ad05e019914a34..55be29d3efa8e2340b9073d3370cbe4110ca2826 100644 --- a/landing/lenses/005250.json +++ b/landing/lenses/005250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 10.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.61%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005270.json b/landing/lenses/005270.json index 28bf89ea53086df50edfbe2b5e6ac4d487622967..be8c63421c3fc4b97d829833e5ef30c33edaa405 100644 --- a/landing/lenses/005270.json +++ b/landing/lenses/005270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005280.json b/landing/lenses/005280.json index c20c905f3e93aa293a90fbab53d4c55cac7fd9c6..cb6ed452b432ab98920f5e25aeae9632c2c9c3ef 100644 --- a/landing/lenses/005280.json +++ b/landing/lenses/005280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005290.json b/landing/lenses/005290.json index 9ae882afd3fbc57c2ace8510d0aa30d910b8e808..daf3850dd38cb625c24771e30e1ab15adae9c6f2 100644 --- a/landing/lenses/005290.json +++ b/landing/lenses/005290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 12.34, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 14.74, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 12.34, + "grade": "dCR-A", + "score": 14.74, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 13.66, + "grade": "dCR-A-", + "score": 16.14, "assumptions": { "scenarioStress": "moderate" } @@ -842,7 +842,7 @@ }, { "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A로 하락하는 경로가 현실화될 때", + "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", "sourceRef": "scenarios.moderateStress" } ], @@ -911,9 +911,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005300.json b/landing/lenses/005300.json index f379b4e30ec4da53d47f52b8656c64e0b0512ece..ac1c4843c8dfd817ac552e6f8db54cae61e17557 100644 --- a/landing/lenses/005300.json +++ b/landing/lenses/005300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 26.63, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 28.88, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 26.63, + "grade": "dCR-BBB+", + "score": 28.88, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 27.4, + "score": 29.65, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -911,7 +906,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -920,6 +915,7 @@ }, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.06%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -935,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1108,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1261,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1302,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005320.json b/landing/lenses/005320.json index 0da09a55d9b60b11beb6e3d6e8c25cbe9cd6b5f1..cab68658f2ea2dc50e1653261e5d0dde55fd292e 100644 --- a/landing/lenses/005320.json +++ b/landing/lenses/005320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005360.json b/landing/lenses/005360.json index 41f92159a91335b37ab5557a673c3069cd3f3100..8466c910932b8ff219bdcd1ff231a2340bbb17ae 100644 --- a/landing/lenses/005360.json +++ b/landing/lenses/005360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 88점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 22.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 21.64%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005380.json b/landing/lenses/005380.json index 413d3e3b1fd5083f53aeae17d6b6727ce8df146d..a7961fcf78b252aab4578549b733c8cf14dd7dc8 100644 --- a/landing/lenses/005380.json +++ b/landing/lenses/005380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005390.json b/landing/lenses/005390.json index 8684f4429aaf07d2deae04c71682bd52d6c4da34..19aed3954e8391949ce6cbe3d9aa036d3c632801 100644 --- a/landing/lenses/005390.json +++ b/landing/lenses/005390.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-09-29", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-09-29", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-09-29", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/005420.json b/landing/lenses/005420.json index d253873a214aa82f20fc5e5d2529b62011d739c1..3315fa1e9446e4872159f379cddf7fd5c691c378 100644 --- a/landing/lenses/005420.json +++ b/landing/lenses/005420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005430.json b/landing/lenses/005430.json index f6fe495587ec41aa9cb4ae74e47fed2308e357ba..6d81eb44d3294ec80735668b4fcd398eafc71379 100644 --- a/landing/lenses/005430.json +++ b/landing/lenses/005430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/005440.json b/landing/lenses/005440.json index af2a31f4ced38aba8b7d5c1b9d20b7c6a271c7af..a5065cbd97ed5fccdd91d55b467f59d69171fed4 100644 --- a/landing/lenses/005440.json +++ b/landing/lenses/005440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,10 +988,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005450.json b/landing/lenses/005450.json index d7ddf40f535f0484ee242e8f7b21527f8f878758..0df29543b08892a988f0c3c840ffa096ca7ac50f 100644 --- a/landing/lenses/005450.json +++ b/landing/lenses/005450.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/005490.json b/landing/lenses/005490.json index 6849db1bedcb560b57dc331f7bf736e3e04d0eb3..695c0cbcd8ca33ec9aa2e0a6f271efb45173a3c9 100644 --- a/landing/lenses/005490.json +++ b/landing/lenses/005490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1473,7 +1473,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1495,7 +1495,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1513,8 +1513,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/0054V0.json b/landing/lenses/0054V0.json index 64e922059c9e83af9ccd24984fb9770c728f245f..8ffec620e9b8a215c76dd0df188ba92ae7e6ccad 100644 --- a/landing/lenses/0054V0.json +++ b/landing/lenses/0054V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005500.json b/landing/lenses/005500.json index f1cccf21b22a969b4953e6aa465d0ff7f2869cbc..6f3b71e923ea634c07838b176f78b6dd47565144 100644 --- a/landing/lenses/005500.json +++ b/landing/lenses/005500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005610.json b/landing/lenses/005610.json index a359de88b29dcf4bb0cb328adc309f06a1446b58..7fb64e13d031c0290a2c5230523938c38ea38ff0 100644 --- a/landing/lenses/005610.json +++ b/landing/lenses/005610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 7.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 7.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005670.json b/landing/lenses/005670.json index f4581ecffc7bed3a0444cf023a55f1aa43926965..1f3a85fa804b05149c44f58396f71fd0fae73ade 100644 --- a/landing/lenses/005670.json +++ b/landing/lenses/005670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1550,12 +1550,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d63a1f2ceb78", + "target": "005670", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005680.json b/landing/lenses/005680.json index 1bf0498b7bf4eee2d473e723d4a565b4eb8aef3c..1315783e177a169016e06d29bd93253934bea481 100644 --- a/landing/lenses/005680.json +++ b/landing/lenses/005680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005690.json b/landing/lenses/005690.json index b3fe168ff000bc5664d52101408bcd96ee2e1eb3..bc10d884ed9173d16cc005ae6f7eac491f1cc743 100644 --- a/landing/lenses/005690.json +++ b/landing/lenses/005690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005710.json b/landing/lenses/005710.json index 99402aee214db16a9240f54bc37501b591be65bf..fa2879ce2efd58e3565413f6dfb670481f1cf76a 100644 --- a/landing/lenses/005710.json +++ b/landing/lenses/005710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1601,7 +1601,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1623,7 +1623,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1641,8 +1641,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/005720.json b/landing/lenses/005720.json index a05a6eb41e94d657138a601e91fc09f9d47dadcb..edbc71fbefbb7d2b74da40f6a7c26104f01b3de4 100644 --- a/landing/lenses/005720.json +++ b/landing/lenses/005720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 22.43, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 24.68, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 22.43, + "score": 24.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 23.05, + "score": 25.3, "assumptions": { "scenarioStress": "moderate" } @@ -913,6 +913,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 43점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.7점 하향 (PD 6.16%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1088,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005740.json b/landing/lenses/005740.json index 0f8b0c8a898b6b8d65e20ac4ef1a4883703830be..83fa0e3716dbca5501edde834b3b59d78ef25548 100644 --- a/landing/lenses/005740.json +++ b/landing/lenses/005740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,10 +1128,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005750.json b/landing/lenses/005750.json index 256217a2b821f20b3d2f42d041304164c6ad61d2..3912a3ef542facd1192c4c11995852b23a2fa331 100644 --- a/landing/lenses/005750.json +++ b/landing/lenses/005750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005800.json b/landing/lenses/005800.json index 9ccf4a515c6e4def93e7f3a66cc2ab9b6e67fe49..fdcffeb6d3137b9eae09d2d2b533c34634a4b0a1 100644 --- a/landing/lenses/005800.json +++ b/landing/lenses/005800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005810.json b/landing/lenses/005810.json index 39e70e6c0dfdbb68d125bca56de8680600f421a9..4b0922b5ab23dca7b31da7a723dfe89908a91613 100644 --- a/landing/lenses/005810.json +++ b/landing/lenses/005810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005820.json b/landing/lenses/005820.json index 359d3965c5fb99bea1c4dea1595d55799f050205..546d33df22714a693893f1bb2b324bc561ae55a8 100644 --- a/landing/lenses/005820.json +++ b/landing/lenses/005820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,15 +1056,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,12 +1458,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:25f53022123a", + "target": "005820", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.447 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005830.json b/landing/lenses/005830.json index 1c7d480f1c02aeceb7e83e1e9ea73d5d8c856695..0a93eaef5b24062662a32f9d2ae57231c96498f7 100644 --- a/landing/lenses/005830.json +++ b/landing/lenses/005830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -636,7 +636,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -691,8 +691,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -702,7 +702,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005850.json b/landing/lenses/005850.json index 52a918018230cebe95a4e7f19a2ee7c1a6ed1b10..3cdfc2a799b03dd489e3030d7a3343a4cc9b0a23 100644 --- a/landing/lenses/005850.json +++ b/landing/lenses/005850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,7 +1456,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1478,7 +1478,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1496,8 +1496,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/005860.json b/landing/lenses/005860.json index bfecc79cdc3e87c3172ba37f6d17dfda02c5c41f..cc7a8339641ca671458c47067cbda934f9ff4c5d 100644 --- a/landing/lenses/005860.json +++ b/landing/lenses/005860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1553,88 +1553,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:fb8e8602acf0", - "target": "005860", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.338 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005870.json b/landing/lenses/005870.json index 398e06fcd052367293df75022d08356330c0a654..9cd7bc90d65d30b6161590607f9099eebcd080f7 100644 --- a/landing/lenses/005870.json +++ b/landing/lenses/005870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005880.json b/landing/lenses/005880.json index 697fc4cfc427dc470993073505e87a5729de3180..41e2a055c295323329dd4a7775745c1bb8e93157 100644 --- a/landing/lenses/005880.json +++ b/landing/lenses/005880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005930.json b/landing/lenses/005930.json index 6203c08168ef73e8501232a7670029cb3f5b6b23..2fd2f5db55077e4fe2ee4c2260acf0b5ccc19500 100644 --- a/landing/lenses/005930.json +++ b/landing/lenses/005930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005940.json b/landing/lenses/005940.json index 37f781c432bb3f452061d41b92e258b436212e2e..b797cd7daddcbcfe32968070181612faee8d65b4 100644 --- a/landing/lenses/005940.json +++ b/landing/lenses/005940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1168,7 +1168,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1186,8 +1186,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/005950.json b/landing/lenses/005950.json index 1ca8a61cc9272d7398a3c14d24845f690d79016c..8af61e8e5cc4e92b5fa939557746e0f249cfcb01 100644 --- a/landing/lenses/005950.json +++ b/landing/lenses/005950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005960.json b/landing/lenses/005960.json index 510ecc758a9f29ec938236c4a1ecb1b44de0df03..5e80f7b556d72d8a0ad85121e13b23756d7d1d7b 100644 --- a/landing/lenses/005960.json +++ b/landing/lenses/005960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005990.json b/landing/lenses/005990.json index fc937b383e70a1e9212e5530b3663a66f486736a..ef15525a74e39d87f768274deeaee9c255503c41 100644 --- a/landing/lenses/005990.json +++ b/landing/lenses/005990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1560,7 +1560,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1582,7 +1582,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1600,8 +1600,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/006040.json b/landing/lenses/006040.json index 4edda6264fb27bdf23ee8b87f082f4fe98afd894..7b1c9875d43081b8a955b665eb5b1dcd0a28c630 100644 --- a/landing/lenses/006040.json +++ b/landing/lenses/006040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006050.json b/landing/lenses/006050.json index 70fbcb4886480868b40efddaff4a3b3b90d4f451..db15fe8677c6c708d24bd40db17d9bcb7cd96543 100644 --- a/landing/lenses/006050.json +++ b/landing/lenses/006050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006060.json b/landing/lenses/006060.json index ea8c836ff9bd7048670e5e3c71ff30c6a36cffb0..e4d6fc69575d08c472a4e31ca53afdfb9dde1eb6 100644 --- a/landing/lenses/006060.json +++ b/landing/lenses/006060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006090.json b/landing/lenses/006090.json index 2bde02c8a239dc3f7b25b442e435c2941671a4db..9505b9445dd1ecdcf146739a49efb3cc8daea502 100644 --- a/landing/lenses/006090.json +++ b/landing/lenses/006090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006110.json b/landing/lenses/006110.json index e885e99f603d107bcfa78ab3db7595a7aab480ae..53d36d872c18843725341c2c272982592b2bff63 100644 --- a/landing/lenses/006110.json +++ b/landing/lenses/006110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -774,14 +774,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -901,19 +901,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -934,8 +934,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,17 +980,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1000,7 +1000,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1025,7 +1025,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1059,7 +1059,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1068,7 +1068,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1081,10 +1081,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1100,10 +1100,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,10 +1127,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1437,88 +1437,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:384db7f2ec9f", - "target": "006110", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.806 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/006120.json b/landing/lenses/006120.json index fb4a267a6d4f301a03ef34b6fe50108a40f43032..757ec3c4cc5f9bbbda75dd321a615fe28552780a 100644 --- a/landing/lenses/006120.json +++ b/landing/lenses/006120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006140.json b/landing/lenses/006140.json index 42ce089fdd23caf517abf5f01c5c9bc6b395eceb..eace721fb1796bbd8034f5e64fe4429c8a126f8d 100644 --- a/landing/lenses/006140.json +++ b/landing/lenses/006140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006200.json b/landing/lenses/006200.json index 6a2a1a219d0be0a30bce961c17808f4bd3579909..a3be90e6bf9bc702aeeaf1b59c6c38e95d08a8c0 100644 --- a/landing/lenses/006200.json +++ b/landing/lenses/006200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -946,7 +946,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006220.json b/landing/lenses/006220.json index b9aec71ba25e94744907287b27e057932fb6a391..cc89ae124e79a0cfdd533afcaea507db1b567a1a 100644 --- a/landing/lenses/006220.json +++ b/landing/lenses/006220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -641,8 +641,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -662,8 +662,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -690,7 +690,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -752,10 +752,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -771,10 +771,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -794,7 +794,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -802,7 +802,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006260.json b/landing/lenses/006260.json index de5798c0915e4f3401e7b71cf1e90c41a5c5f763..dca8f6db63655b08e837d2a9828f6f68f28b5323 100644 --- a/landing/lenses/006260.json +++ b/landing/lenses/006260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,7 +923,7 @@ "중대형기업 (매출 32조)", "캡티브금융 별도 D/EBITDA 2.0x (양호)", "CAPEX집약 OCF양수 (투자 사이클)", - "시가총액 13조" + "시가총액 14조" ] }, "divergenceExplanation": [ @@ -944,14 +944,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1071,19 +1071,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1104,8 +1104,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1117,7 +1117,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,17 +1150,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1195,7 +1195,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,7 +1229,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1238,7 +1238,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1251,10 +1251,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1270,10 +1270,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1473,88 +1473,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:09ad69b41ead", - "target": "006260", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.527 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/006280.json b/landing/lenses/006280.json index 8a18aa79add8be027443170cade1dd446a1bf119..c1142eb19ad6ef691a76385931b4dba4d0f2b95a 100644 --- a/landing/lenses/006280.json +++ b/landing/lenses/006280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006340.json b/landing/lenses/006340.json index 00cf0646c62c7925fa719bb1222143b543aa9792..831c9ef16df68db747d15e2848f1524b8179e54e 100644 --- a/landing/lenses/006340.json +++ b/landing/lenses/006340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006350.json b/landing/lenses/006350.json index 9b34b355e3f1cdd383a62d60d56035750190ffcf..dbf92c654edf188d01ae9127ab3a7725a3d43520 100644 --- a/landing/lenses/006350.json +++ b/landing/lenses/006350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006360.json b/landing/lenses/006360.json index 119489a8c738d93a02dc449733753d0c4b157330..df142454a02f066b063ca88f7810dd67d76f0b2f 100644 --- a/landing/lenses/006360.json +++ b/landing/lenses/006360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006370.json b/landing/lenses/006370.json index e857751da39b52bfa801217a3544236cb647848a..dde9917370ddf7b15bb8c4415ca5bff4d9bc0ea2 100644 --- a/landing/lenses/006370.json +++ b/landing/lenses/006370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -540,13 +540,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,8 +974,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1010,7 +1010,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1085,10 +1085,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1358,7 +1358,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1380,7 +1380,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1398,8 +1398,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/006380.json b/landing/lenses/006380.json index 0b19e8b7958be219272bde5656242228b9a699a7..24e4168e1d5b50879dd3b4976aa054990d925b75 100644 --- a/landing/lenses/006380.json +++ b/landing/lenses/006380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -70,10 +70,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -143,7 +143,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -285,7 +285,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -335,7 +335,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -603,13 +603,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -949,24 +949,82 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": null, + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, - "status": "blocked", + "status": "partial", "conclusion": { "label": "괴리 판단 보류", "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "blocked", - "score": 8.0, + "level": "low", + "score": 34.7, "method": "threeBlockCoverageAndSignalClarity" }, - "drivers": [], - "claims": [], - "evidence": [], + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-11", + "detail": "괴리 판정의 price 입력" + } + ], "assumptions": [ { "id": "expectationMethod", @@ -992,12 +1050,6 @@ "status": "unsupported", "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", "sourceRef": "dartlab://gather/revenueConsensus" - }, - { - "id": "quant.priceReaction", - "status": "missing", - "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", - "sourceRef": "dartlab://quant/verdict" } ], "scenarios": [ @@ -1037,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1108,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1074,10 +1126,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1092,10 +1144,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1106,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1122,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1138,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1301,8 +1353,8 @@ } }, "statusCounts": { - "partial": 3, - "blocked": 2 + "partial": 4, + "blocked": 1 }, "gaps": [ { @@ -1403,13 +1455,6 @@ "sourceRef": "dartlab://gather/revenueConsensus", "engine": "quant" }, - { - "id": "quant.priceReaction", - "status": "missing", - "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", - "sourceRef": "dartlab://quant/verdict", - "engine": "quant" - }, { "id": "macro.edge.fx-export-revenue.companyEvidence", "status": "partial", diff --git a/landing/lenses/006400.json b/landing/lenses/006400.json index 046aa5c323f272168e7c3b4b30d4f94e1198d9c0..95a377c61dbd485bbcbcda53db2e9a4d677d240e 100644 --- a/landing/lenses/006400.json +++ b/landing/lenses/006400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1300,10 +1300,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1354,7 +1354,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1678,7 +1678,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1700,7 +1700,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1718,8 +1718,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/006490.json b/landing/lenses/006490.json index 8c745c21f773ef479339755eced9a10261f4f45b..4aba56cda1bb649df000e2b5682c6a5595dc4e8f 100644 --- a/landing/lenses/006490.json +++ b/landing/lenses/006490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 483.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 140.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-08-10", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-10", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-10", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-10", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006570.json b/landing/lenses/006570.json index 66e1ada06b332ae1169457a97ce7cafb8be2c7bf..e798cdf1db62faef663d57f0bbe949194ef65d92 100644 --- a/landing/lenses/006570.json +++ b/landing/lenses/006570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 17.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 16.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006580.json b/landing/lenses/006580.json index ef4b12d364cc421b89012f95111afde55117e187..4c7f8bbb345ce3e75980d275df8b188e6dc86903 100644 --- a/landing/lenses/006580.json +++ b/landing/lenses/006580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006620.json b/landing/lenses/006620.json index 5eb217c0f1741354fb3a0f1b5930e05b2d4e9216..4f3c2c6680e91fc22a688b0a8506e94c27b0f168 100644 --- a/landing/lenses/006620.json +++ b/landing/lenses/006620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006650.json b/landing/lenses/006650.json index bafbf112ddb1cbac757e0c5249b283ca88202ab4..192af2210dd0aa5af58d2c56d1ef52d37bd360b6 100644 --- a/landing/lenses/006650.json +++ b/landing/lenses/006650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006660.json b/landing/lenses/006660.json index bd4fedbd48c7caebb0ca8416846dc460ca8ff95d..93e1ce3dc74300c8694eda95f30c7e9b3ebdec50 100644 --- a/landing/lenses/006660.json +++ b/landing/lenses/006660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006730.json b/landing/lenses/006730.json index 8771f0cf095f7250ee34dc62a09f5f440578a8df..e095dc34090aded65dad8d7e28df1df4720a3272 100644 --- a/landing/lenses/006730.json +++ b/landing/lenses/006730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006740.json b/landing/lenses/006740.json index ad4be11d066babf18623d4c855659888c2abff31..77df435e52ba0a457eea949ec95aa5099ab3b3a9 100644 --- a/landing/lenses/006740.json +++ b/landing/lenses/006740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "유동성 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 18.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 19.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006800.json b/landing/lenses/006800.json index 328c1c1ed7a1c5170790f33eb8ae7e2e0e3a21de..529bbb34e0d182fdc773c626f71d67949acef08d 100644 --- a/landing/lenses/006800.json +++ b/landing/lenses/006800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -658,14 +658,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -785,10 +785,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -831,7 +831,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -851,8 +851,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -873,8 +873,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -909,7 +909,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1007,7 +1007,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1015,7 +1015,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1283,7 +1283,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1301,8 +1301,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/006840.json b/landing/lenses/006840.json index 2c9aad0418dad8cdd9df81274535e4ac72c1add8..510d31df9950567f3c1c7968859c9e45475c4b3a 100644 --- a/landing/lenses/006840.json +++ b/landing/lenses/006840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -936,7 +936,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1379,7 +1379,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1401,7 +1401,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1419,15 +1419,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/006880.json b/landing/lenses/006880.json index 2e81853eb43dfebe4c54db69ea69fc3ab648132b..e1890efae446257144927f7890def332e518c37b 100644 --- a/landing/lenses/006880.json +++ b/landing/lenses/006880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1507,88 +1507,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:bc72c9ff3e71", - "target": "006880", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/006890.json b/landing/lenses/006890.json index 5af1394e7ce72e2cbb67e37e3c6ad3a84c327035..96a6471a63f8c6551ea18b9b4c35d2262370acf8 100644 --- a/landing/lenses/006890.json +++ b/landing/lenses/006890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "채무상환능력 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.36%). 최근 주가 하락이 반영된 결과", "D/EBITDA 19.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0068Y0.json b/landing/lenses/0068Y0.json index 911075e9cdf61b1730cc6eabd33f413fd9c7e758..8e2088bfcc6edacf294446d627073aa2c5841240 100644 --- a/landing/lenses/0068Y0.json +++ b/landing/lenses/0068Y0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006910.json b/landing/lenses/006910.json index 3acd8a8cd284539fbd0fdfca47289742e5ed3ce1..c9093a7cb031dff4c76b3778db82aefd977304ea 100644 --- a/landing/lenses/006910.json +++ b/landing/lenses/006910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006920.json b/landing/lenses/006920.json index cbc1f8940f1b15b36aa74ec9c3cec98df5b47a2e..e7b2e661c8bb1a6b6675ba5b5350cfbdcdd35bc7 100644 --- a/landing/lenses/006920.json +++ b/landing/lenses/006920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 19.85, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 21.94, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 19.85, + "score": 21.94, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 20.09, + "grade": "dCR-BBB+", + "score": 22.22, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -917,6 +922,7 @@ "divergenceExplanation": [ "채무상환능력 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1222,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1231,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006980.json b/landing/lenses/006980.json index 025f1a4ea11c7fbcc47d222317f83894541e2f14..4b2b8790e52930e6ac58ce251a6e8b5edd11629a 100644 --- a/landing/lenses/006980.json +++ b/landing/lenses/006980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007070.json b/landing/lenses/007070.json index af6d6b4adcdb595441311bc96e7cd3209cd72d1f..416905f00cfa1aeb34fb5eaf6231da0bdc9194ca 100644 --- a/landing/lenses/007070.json +++ b/landing/lenses/007070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ ] }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1509,12 +1509,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0bbd9f8d1db8", + "target": "007070", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.312 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/007110.json b/landing/lenses/007110.json index 36b826595d514c9c7ebda24612789943053ea2ed..5f5f3835cec7be1a5fcc987dbdc149aa1c8211d9 100644 --- a/landing/lenses/007110.json +++ b/landing/lenses/007110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.96%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-09-02", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-09-02", "period": null, "status": "derived", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-09-02", "period": null, "status": "observed", @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007120.json b/landing/lenses/007120.json index 8db5939a8fd8cb4d4163b9d27e86e6e1b96de1e9..9ceb38380b00df7475ffb61b220fdfab2b7fd45f 100644 --- a/landing/lenses/007120.json +++ b/landing/lenses/007120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2020", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1069,7 +1069,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007160.json b/landing/lenses/007160.json index 45698858b487ddfa78dc557f64ac9f0b67a2d297..e22c75e25fed6aa5f6b4cc2ffb302160b032cf60 100644 --- a/landing/lenses/007160.json +++ b/landing/lenses/007160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0071M0.json b/landing/lenses/0071M0.json index 8e1d162b2015ff182f151cc8a1361708e75c3b19..7303e216dcb19d5ed5a65d9494b802ddb819d4d1 100644 --- a/landing/lenses/0071M0.json +++ b/landing/lenses/0071M0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007210.json b/landing/lenses/007210.json index d481347a077ee9b8f7619cde5345d4513963b112..4f518bade6ca1e30eb3d7c4daca1c1b697a6f377 100644 --- a/landing/lenses/007210.json +++ b/landing/lenses/007210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007280.json b/landing/lenses/007280.json index 55b68a41a18deaa44e156b725ddf5a6806819fe0..c6df087a5c3162e2a789d3edc8cc5e969e1e35dd 100644 --- a/landing/lenses/007280.json +++ b/landing/lenses/007280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0072Z0.json b/landing/lenses/0072Z0.json index dd79fbcad7b713b8ea90ae25c598c1c32699e10d..f257c66b81ac0c69b918f52389d0cc6748bc42a6 100644 --- a/landing/lenses/0072Z0.json +++ b/landing/lenses/0072Z0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007310.json b/landing/lenses/007310.json index 10ab93c7bab513528808bbad8b3ef754a74a543b..3c09f31b9181549016f405dad75a0e403e0c9a86 100644 --- a/landing/lenses/007310.json +++ b/landing/lenses/007310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007330.json b/landing/lenses/007330.json index 26ff03d5a6d5fd35f76627d8b7a2745c3cb0100b..a94378287e4ab9f117afb740c0728a7b19719a94 100644 --- a/landing/lenses/007330.json +++ b/landing/lenses/007330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -622,8 +622,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -653,10 +653,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -666,7 +666,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007340.json b/landing/lenses/007340.json index 4057cc0086c444bc62adb54ce4994c685c5d6567..f053a8b2ad414a60ef5322e8720ba1709d479382 100644 --- a/landing/lenses/007340.json +++ b/landing/lenses/007340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007370.json b/landing/lenses/007370.json index 27a98b69d7eaf34847c5bd58330e376528f4dad6..d2bb8da74451df4f89a39bac6c33b7175905ceba 100644 --- a/landing/lenses/007370.json +++ b/landing/lenses/007370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "유동성 축이 74점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 8.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 8.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007390.json b/landing/lenses/007390.json index 12af13ca55bd7f5e253349d23943568fb9244b28..d7d73c7b065b8ce86ac0cc09ccf3ac6e0012ba34 100644 --- a/landing/lenses/007390.json +++ b/landing/lenses/007390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007460.json b/landing/lenses/007460.json index d8d7f161d86a00091b638040c66f0e59dc0d30b3..63c9e71dbe55b493480da794950ccbb7c4fe6c60 100644 --- a/landing/lenses/007460.json +++ b/landing/lenses/007460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9999.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9999.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007530.json b/landing/lenses/007530.json index 678a18513aeaae7bae974a01fc2a98cd725cf8f5..9085f6fbbc46a1bc2b82a2c4edb84630ad6e7560 100644 --- a/landing/lenses/007530.json +++ b/landing/lenses/007530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007540.json b/landing/lenses/007540.json index 2c8a9a0b34acda20d2db1f77e64a6380518220e5..0506a0f1ac262cc3de0108a6d40aae0b4cfd6391 100644 --- a/landing/lenses/007540.json +++ b/landing/lenses/007540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,10 +988,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007570.json b/landing/lenses/007570.json index c2401c2daccfeb9da6f7ead9a8ae427a9221ff26..bc6e1cc596807420894191df5ecaf7660430dbd8 100644 --- a/landing/lenses/007570.json +++ b/landing/lenses/007570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007590.json b/landing/lenses/007590.json index 538a44d8251871914606b7dc6300494196fec9f3..61884e3c5ce96e157c69723d7c328dbf38a282b8 100644 --- a/landing/lenses/007590.json +++ b/landing/lenses/007590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007610.json b/landing/lenses/007610.json index 110a3b69620c8526fc5d3dd9753cd95016b9897e..4e01a0680423cfeb0af347a46f5418ebcc0ff8d0 100644 --- a/landing/lenses/007610.json +++ b/landing/lenses/007610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 71점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 28.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 26.11%). 최근 주가 하락이 반영된 결과", "D/EBITDA 21.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/007660.json b/landing/lenses/007660.json index 7aa90285442d24452f5b4d437a685018fcc67970..a7a9ec17fb5bd05e7ef422d3eb99a9d37283049f 100644 --- a/landing/lenses/007660.json +++ b/landing/lenses/007660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007680.json b/landing/lenses/007680.json index bf4153771b23c7317919a79a6fcf2f2c36b1fc31..efa68659b7c75272603bdca535c5ce8ca6ee0baf 100644 --- a/landing/lenses/007680.json +++ b/landing/lenses/007680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007690.json b/landing/lenses/007690.json index 5b38faa020a414c19575aa699cda0e6d229bae49..a4c17343fb0d3bfc04ae3837d6be97eb8f2e2ac0 100644 --- a/landing/lenses/007690.json +++ b/landing/lenses/007690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007700.json b/landing/lenses/007700.json index 35c0217cb5e818591e09396e9556df5522fef085..c88e64fa690fa8b9b6d5f7fb40a112e9df35c582 100644 --- a/landing/lenses/007700.json +++ b/landing/lenses/007700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007720.json b/landing/lenses/007720.json index 5972a8fb4b07893c72d5518e291ce20278b7a797..f54ec5d17d63833d8486e8eb305e085c04536cbe 100644 --- a/landing/lenses/007720.json +++ b/landing/lenses/007720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1511,7 +1511,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1533,7 +1533,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1551,8 +1551,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/007770.json b/landing/lenses/007770.json index 42fd3a1c3fcc3c7203dff8607fed030f3763f0f9..623be2e613d0ef99e5299d66ead8a82b9bc27f26 100644 --- a/landing/lenses/007770.json +++ b/landing/lenses/007770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1596,12 +1596,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:bbce04726918", + "target": "007770", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.794 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/007810.json b/landing/lenses/007810.json index 4d23aca43ee949d5b13c2c1b324460b0245e5f7b..28d9645b9ea0f6fa2e40a98ca7c35ff51481cd9d 100644 --- a/landing/lenses/007810.json +++ b/landing/lenses/007810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1473,7 +1473,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1495,7 +1495,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1513,8 +1513,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/007820.json b/landing/lenses/007820.json index fcf2229db8c5d9af39af818db7bb9a52bfe7f6e6..cff4d3d3beac2c02b7c83abe0d7a7f577a8ff406 100644 --- a/landing/lenses/007820.json +++ b/landing/lenses/007820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 39.88, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 43.89, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 39.88, + "grade": "dCR-BB-", + "score": 43.89, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 40.68, + "grade": "dCR-BB-", + "score": 44.64, "assumptions": { "scenarioStress": "moderate" } @@ -907,11 +907,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 73점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 12.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007860.json b/landing/lenses/007860.json index b897d87c9ea001951ada47838b4c71ba17f1f63c..e7df9742bcd7e1189b0bcc6b2634721fe758bdc5 100644 --- a/landing/lenses/007860.json +++ b/landing/lenses/007860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -774,14 +774,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -901,10 +901,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1025,7 +1025,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1081,10 +1081,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1100,10 +1100,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,10 +1118,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1136,10 +1136,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007980.json b/landing/lenses/007980.json index b72d1971654cf467d85619f880aaa5748d832ac4..4441e255affd52204c206b5736cab2bea6cf0c5e 100644 --- a/landing/lenses/007980.json +++ b/landing/lenses/007980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -616,13 +616,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,7 +741,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,7 +1457,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1479,7 +1479,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1497,8 +1497,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/008040.json b/landing/lenses/008040.json index f9a54c0e6d60a5b05a8f749ac969f5d7cba370d9..fbebec020432de4c385daec74f8ad6b69f63c90f 100644 --- a/landing/lenses/008040.json +++ b/landing/lenses/008040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1205,7 +1205,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008060.json b/landing/lenses/008060.json index eb59bb71a22222274bbea3e1c06ddc0937e12215..2e43e315cc4c32f32a95285685b03941869cde39 100644 --- a/landing/lenses/008060.json +++ b/landing/lenses/008060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008110.json b/landing/lenses/008110.json index e4d02653b62beac4b65f60e2b0aa14da2ea7ebbb..39c6149ae2aba85dd93ed3a8784d2fe6b914571c 100644 --- a/landing/lenses/008110.json +++ b/landing/lenses/008110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-27", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-27", "period": "2024", "status": "derived", @@ -1125,7 +1125,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-27", "period": "2024", "status": "observed", @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008120.json b/landing/lenses/008120.json index 348d9f4b01b3795cb25eaa7aa2d210bf1ca34dcd..a88fbfece02d4b6cfff090435530d1433003d293 100644 --- a/landing/lenses/008120.json +++ b/landing/lenses/008120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -483,14 +483,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -605,10 +605,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -624,10 +624,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -651,10 +651,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -669,10 +669,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -683,7 +683,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -691,7 +691,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -707,7 +707,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008250.json b/landing/lenses/008250.json index 247449dd780f516e6b09713ad7a4d6b878b1cec8..19c05a8e704cf039c17e2a776af5fa54fe31d1f4 100644 --- a/landing/lenses/008250.json +++ b/landing/lenses/008250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 10.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 10.93%). 최근 주가 하락이 반영된 결과", "D/EBITDA 33.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008260.json b/landing/lenses/008260.json index b0fdb67457968d2a138d22b299b4e77c0a41603b..bed91944d572e37d7e0fe82b6f69be3b1dee5ffa 100644 --- a/landing/lenses/008260.json +++ b/landing/lenses/008260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -985,8 +985,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -998,8 +998,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1016,10 +1016,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1029,7 +1029,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,10 +1152,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008270.json b/landing/lenses/008270.json index 34ef8e2ea1b31149e9ad39158cba1183b702432a..93249e1b5a97cdcadbc987a23839f2a18258662e 100644 --- a/landing/lenses/008270.json +++ b/landing/lenses/008270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -361,13 +361,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -549,14 +549,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -690,10 +690,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -717,10 +717,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -735,10 +735,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -757,7 +757,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -773,7 +773,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -789,7 +789,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008290.json b/landing/lenses/008290.json index af9092ac363f412907e541150ae254b089d18324..2f838b6bbd2d694b78ddc22cd874097137e1468c 100644 --- a/landing/lenses/008290.json +++ b/landing/lenses/008290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -987,7 +987,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0082N0.json b/landing/lenses/0082N0.json index 36b287cbd5b2df4ae03980d245ad8d59dbec312f..67a1a8009893d602b4ee0e491329e5c2e0f35144 100644 --- a/landing/lenses/0082N0.json +++ b/landing/lenses/0082N0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008340.json b/landing/lenses/008340.json index eabd4cad1d0d00542aa5c6843586a51902d2de5f..dc83185099def7d5fcdc5783189bae6879942263 100644 --- a/landing/lenses/008340.json +++ b/landing/lenses/008340.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/008350.json b/landing/lenses/008350.json index 63017fdb0b1ee40c44fb45b41a72cc029816c172..8ed1bb4fccbf214d62f3dc7fbf08531b48f309ac 100644 --- a/landing/lenses/008350.json +++ b/landing/lenses/008350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 5.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 6.07%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,12 +1458,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d0bc13806ef0", + "target": "008350", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.551 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/008370.json b/landing/lenses/008370.json index 05d1b2138cacdfb83bd97060ceb8d41bcba9ae70..53a58ad9757f862c4080dbb2df1b6874f2221283 100644 --- a/landing/lenses/008370.json +++ b/landing/lenses/008370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008420.json b/landing/lenses/008420.json index 75ca949584eeee9c30e802d772849dc449cc223c..0c05fab9d061a47331c428c30e4634f7fc563be3 100644 --- a/landing/lenses/008420.json +++ b/landing/lenses/008420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008470.json b/landing/lenses/008470.json index 58943c15565ec931b8081d9b4eff5008665483e5..19f95d4879adfbd45ff9b3fc88e24459270f64ec 100644 --- a/landing/lenses/008470.json +++ b/landing/lenses/008470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008490.json b/landing/lenses/008490.json index 6e7a66c900cc7514297adff2b8a10318846851aa..068eef8a43b29bee5007d609ce7cd916c9de6b33 100644 --- a/landing/lenses/008490.json +++ b/landing/lenses/008490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 35.86, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 33.61, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 35.86, + "score": 33.61, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 37.29, + "grade": "dCR-BB+", + "score": 35.04, "assumptions": { "scenarioStress": "moderate" } @@ -837,11 +837,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -927,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1253,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1266,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008500.json b/landing/lenses/008500.json index 0c9e93d779b08c05e8b87fa5ca975c71d9839f0d..6b1fb48f2705428b66daf7ecb2442732f8f13819 100644 --- a/landing/lenses/008500.json +++ b/landing/lenses/008500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 86.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 89.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-29", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-29", "period": "2024", "status": "derived", @@ -1132,7 +1132,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-29", "period": "2024", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008560.json b/landing/lenses/008560.json index e69f0b9ded306499395ac496c28d94dd239260e1..d976b02469a9fcb1a1deb936fe56a11385890ca2 100644 --- a/landing/lenses/008560.json +++ b/landing/lenses/008560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -558,14 +558,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -680,10 +680,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -719,7 +719,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -739,7 +739,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -830,10 +830,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -849,10 +849,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -876,10 +876,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -894,10 +894,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -908,7 +908,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -932,7 +932,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -948,7 +948,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008600.json b/landing/lenses/008600.json index 656338730f7d1cabaf5c35e8bc4100c48824d040..06928deccd5f5a3d790abf62ab946215a2bbc750 100644 --- a/landing/lenses/008600.json +++ b/landing/lenses/008600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 624.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 663.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008670.json b/landing/lenses/008670.json index c443db56c22f5ffc0b8eff6d919e1c02efa51be6..2b2085fd1a1bd07f9bf4f105af3330c00b6187d2 100644 --- a/landing/lenses/008670.json +++ b/landing/lenses/008670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -626,14 +626,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -767,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -794,10 +794,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -812,10 +812,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -826,7 +826,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -834,7 +834,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -850,7 +850,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -866,7 +866,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008700.json b/landing/lenses/008700.json index b04151a9547ed6f4b4ae64514bc9e306d71682f4..1c23b3a0befe384542e2adee4d575a171b290a3d 100644 --- a/landing/lenses/008700.json +++ b/landing/lenses/008700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1472,7 +1472,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1494,7 +1494,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1512,8 +1512,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/008730.json b/landing/lenses/008730.json index 8a425157cd28fcf8d9fab12e50d05a75af772ff3..77d9c68918311b258ce0e836356a3cd840a66f78 100644 --- a/landing/lenses/008730.json +++ b/landing/lenses/008730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.6점 하향 (PD 14.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.6점 하향 (PD 16.91%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008770.json b/landing/lenses/008770.json index 038fda9ca9ff974728608ea37c382a5c988ab3c2..b703dd0faade5ccc73aab750760e268e09152b18 100644 --- a/landing/lenses/008770.json +++ b/landing/lenses/008770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1151,7 +1151,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008800.json b/landing/lenses/008800.json index 84938702b952b751d82ba09f4e3f747ed8016cd1..0b95d521c1c8b6a974e81d2203cd4dc748299ea3 100644 --- a/landing/lenses/008800.json +++ b/landing/lenses/008800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008830.json b/landing/lenses/008830.json index a79336bc5383d9c901de1c0ff04d9f52e5dcb80c..697e59819e62bcf830d57d1481928840569fc1e2 100644 --- a/landing/lenses/008830.json +++ b/landing/lenses/008830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 25.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 25.53%). 최근 주가 하락이 반영된 결과", "D/EBITDA 38.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,10 +1233,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1251,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008870.json b/landing/lenses/008870.json index ed5f6d2375bbe293ec355d622a4bb986e858ceea..44d9514f6ed176ab88cdbcba0cd376c14407d54d 100644 --- a/landing/lenses/008870.json +++ b/landing/lenses/008870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/0088D0.json b/landing/lenses/0088D0.json index 941b576303078926b3c69ddf63f3b145774b3c25..042f9827f6484949622ad280b49c5e22c50b73a8 100644 --- a/landing/lenses/0088D0.json +++ b/landing/lenses/0088D0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0088M0.json b/landing/lenses/0088M0.json index 458d3023c85bac7a288c692f4ab718cc1ea6298a..5ae797340ac6a0e47ea1b1bbfc2b1cd574161dcd 100644 --- a/landing/lenses/0088M0.json +++ b/landing/lenses/0088M0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008930.json b/landing/lenses/008930.json index a865948c6d8a59c3a6c3c7ace02bbd3952431ce8..ea4d2ac45d8dd9bb6beecf27243f7414b3f1733d 100644 --- a/landing/lenses/008930.json +++ b/landing/lenses/008930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,14 +619,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -746,10 +746,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -765,10 +765,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -788,7 +788,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -796,7 +796,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008970.json b/landing/lenses/008970.json index 889ceec8705093dcae861b2e032b9cca01b0d40b..4028312510d616a70219e19bb0a2bd8c92830969 100644 --- a/landing/lenses/008970.json +++ b/landing/lenses/008970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 13.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 13.74%). 최근 주가 하락이 반영된 결과", "D/EBITDA 27.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009070.json b/landing/lenses/009070.json index f67e483d306e54d0862c13876285bfbda0823274..184762ef883844eee72f17aa0d9ef910ad3703b6 100644 --- a/landing/lenses/009070.json +++ b/landing/lenses/009070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009140.json b/landing/lenses/009140.json index 77817a3e7734cba2870401cb915244e9f9b6f5cb..d21263c2089e68b0a15a1ecdd8589a6939f1fb47 100644 --- a/landing/lenses/009140.json +++ b/landing/lenses/009140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009150.json b/landing/lenses/009150.json index bfa18700cf4ec244d24759258b9bfe60bca3c1fd..bad66608b33e2cd9c599c92cb95082e7aed4d016 100644 --- a/landing/lenses/009150.json +++ b/landing/lenses/009150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1154,8 +1154,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1190,7 +1190,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1246,10 +1246,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1265,10 +1265,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009160.json b/landing/lenses/009160.json index 7a2a5e0d0e940af15d07af4962563517d5aa452f..e46cc4e28559c17a7166543cb0050b6a1635e39a 100644 --- a/landing/lenses/009160.json +++ b/landing/lenses/009160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009180.json b/landing/lenses/009180.json index 5844beef50952c543332c753ed3973e8c4d5a9ad..537c66b60e089b0675b6ce84d6ac478811da39c0 100644 --- a/landing/lenses/009180.json +++ b/landing/lenses/009180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009190.json b/landing/lenses/009190.json index f6e296e363ef257e330d0dee44655a6126adc712..d67a60581459ee42939dd2f9ee645039dd26bd0f 100644 --- a/landing/lenses/009190.json +++ b/landing/lenses/009190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0091W0.json b/landing/lenses/0091W0.json index 7431e8b81d93909937b3fba68a60daad6a53d073..d24db53a60e1ec197a5b95dc7b8bfe7aca0fbc96 100644 --- a/landing/lenses/0091W0.json +++ b/landing/lenses/0091W0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -524,7 +524,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009200.json b/landing/lenses/009200.json index 0120bfb8d1c5e66be23804aaa2bdfadd8d63e07f..5daf6f760d19d3b1f409c4a95f3c1c2e94224692 100644 --- a/landing/lenses/009200.json +++ b/landing/lenses/009200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009240.json b/landing/lenses/009240.json index 28c7a8b8c788a6b34f260f94905773e35016b1c0..0352393a44e6066403f64cb86cf8546eafa9c31d 100644 --- a/landing/lenses/009240.json +++ b/landing/lenses/009240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009270.json b/landing/lenses/009270.json index bfd67e6e97314b8adc5cfdb87cf479f6bd2610c4..1f1ea0a9b912eb2104ea1a622bd00eced8340efe 100644 --- a/landing/lenses/009270.json +++ b/landing/lenses/009270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 11.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 11.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1502,88 +1502,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:baea86e5e84d", - "target": "009270", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.346 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/009290.json b/landing/lenses/009290.json index 0094674abc71a42fc272c79ba886ab699593359a..386d22a13de746bc9206b7abf934de9f47465651 100644 --- a/landing/lenses/009290.json +++ b/landing/lenses/009290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009300.json b/landing/lenses/009300.json index 5ce340878249e8986d78ee68f3e4909496ca00e0..512e9cb580b48a80ea36d890a520eb0ae4a8c363 100644 --- a/landing/lenses/009300.json +++ b/landing/lenses/009300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009310.json b/landing/lenses/009310.json index a8a384815d1fe858f5994bcc8cb485cf17cb9a4f..4baca50d30af98d1f9d9ebf780709b38b1337f74 100644 --- a/landing/lenses/009310.json +++ b/landing/lenses/009310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-11", "period": "2024", "status": "derived", @@ -1134,7 +1134,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-11", "period": "2024", "status": "observed", @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009320.json b/landing/lenses/009320.json index 4d41038124295e8c376b5078344d03b96d37b366..a3f5fa943f64aa97fa6f7b509c1ecb2d8a526180 100644 --- a/landing/lenses/009320.json +++ b/landing/lenses/009320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -767,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +790,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0093G0.json b/landing/lenses/0093G0.json index 79f0cb9f7d45da548dbc0725984d352b3b72593a..afa5993e4fd11087204fb1431244174d925329f5 100644 --- a/landing/lenses/0093G0.json +++ b/landing/lenses/0093G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009410.json b/landing/lenses/009410.json index e2253af1b52081d8ef8a8d0dbb031c090be1bc1a..defb4e503e06a58d27c56f29103c00c8d8cabf8a 100644 --- a/landing/lenses/009410.json +++ b/landing/lenses/009410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009420.json b/landing/lenses/009420.json index 0bebcbd282270b72941f0798b5d8d7383d92fbcd..fb0f59c57bd3d0b5d174a4c90c4d449509ce6eb8 100644 --- a/landing/lenses/009420.json +++ b/landing/lenses/009420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009440.json b/landing/lenses/009440.json index 4e7d3e73b01b0e560175f374d30a7399d152b0b2..253632af49469b0a668c7cc3cfca31af45f98703 100644 --- a/landing/lenses/009440.json +++ b/landing/lenses/009440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -942,7 +942,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1072,10 +1072,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1095,7 +1095,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009450.json b/landing/lenses/009450.json index 2dd4dc26171bdb493d5772ac35e3800f50db18f3..a8d8efb2780439800b0c110ca32ae1cfc088bb6c 100644 --- a/landing/lenses/009450.json +++ b/landing/lenses/009450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1522,7 +1522,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1544,7 +1544,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1562,15 +1562,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/009460.json b/landing/lenses/009460.json index 9b46640cb3163834df2f350eed82ef90caf5dc6c..9b465e73edda3fd997550c516d25090e35fbce69 100644 --- a/landing/lenses/009460.json +++ b/landing/lenses/009460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009470.json b/landing/lenses/009470.json index 6710726d09e80678087926e4369033b30cdc4646..d4fc1d9f1fc1ec774361e3f926b4bf151215cf58 100644 --- a/landing/lenses/009470.json +++ b/landing/lenses/009470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009520.json b/landing/lenses/009520.json index 197d896dbd5ce24d15cbccb06ec6f02143e9632d..5eadb6839ed6f30c50528ffdf492a1f474cb772e 100644 --- a/landing/lenses/009520.json +++ b/landing/lenses/009520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009540.json b/landing/lenses/009540.json index 4a42e889a1dba4d637e57bd8e9478e148ee0d184..e2fcb283425d3a935ac8b26e8cace381b148334d 100644 --- a/landing/lenses/009540.json +++ b/landing/lenses/009540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,14 +618,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -745,15 +745,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -778,8 +778,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -791,7 +791,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -811,8 +811,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -824,17 +824,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -844,7 +844,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -869,7 +869,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -897,13 +897,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -912,7 +912,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -925,10 +925,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -944,10 +944,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -971,10 +971,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -985,7 +985,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -993,7 +993,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1009,7 +1009,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1239,88 +1239,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d2abb05827cc", - "target": "009540", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/009580.json b/landing/lenses/009580.json index 86f957aacd05169575207caa2607f266c16b5b8b..1171991d81129d744e7b8c8f468a9f94a1069a6b 100644 --- a/landing/lenses/009580.json +++ b/landing/lenses/009580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 19.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 20.02%). 최근 주가 하락이 반영된 결과", "D/EBITDA 37.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009620.json b/landing/lenses/009620.json index 116751ce3004e38d3453fcf3e5ec2d231923c35e..fb8d4bc69985e50ca79940b964f17bfa6303080e 100644 --- a/landing/lenses/009620.json +++ b/landing/lenses/009620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "자본구조 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 55.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 56.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-27", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,7 +1126,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-27", "period": "2025", "status": "derived", @@ -1148,7 +1148,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-27", "period": "2025", "status": "observed", @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009680.json b/landing/lenses/009680.json index bfc1d1e96fde547f9ae436ab83f0c598d4896cb6..5177ab1742addb7530e25dbfd0e38697a74b04a8 100644 --- a/landing/lenses/009680.json +++ b/landing/lenses/009680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0096B0.json b/landing/lenses/0096B0.json index 7d5e76b20770e1c3aa6d576366c4bc9f3cd6e6e1..e1540a2b82be5486d63eaecb1dd386c0787e19ac 100644 --- a/landing/lenses/0096B0.json +++ b/landing/lenses/0096B0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0096D0.json b/landing/lenses/0096D0.json index 6e20ba454eee77e38299ff59c3c84a491394d24e..9f5913180d90d740437191451b794b2b420e1c36 100644 --- a/landing/lenses/0096D0.json +++ b/landing/lenses/0096D0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009730.json b/landing/lenses/009730.json index eba91739b9de2d52ecc22758c8d1578d236c0187..3339e5888fa11b8ecb8bd64c9786562c229e0796 100644 --- a/landing/lenses/009730.json +++ b/landing/lenses/009730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 166.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 157.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009770.json b/landing/lenses/009770.json index 22c12227ce05ed9e1c838836bcddf3ede552caf3..12870dca97acd53ec28a7e505cf01f7793d632c1 100644 --- a/landing/lenses/009770.json +++ b/landing/lenses/009770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1069,8 +1069,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,10 +1100,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009780.json b/landing/lenses/009780.json index e61c8782fac56a62d911ad78a551a6abcbadae09..317373e5d0eb4552824f4626046d4e761046eab8 100644 --- a/landing/lenses/009780.json +++ b/landing/lenses/009780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0097F0.json b/landing/lenses/0097F0.json index 94b0b9aed726429d8b113b85feb76813e471a324..c107571cc3c67b3f6a3bacd8685655336a410089 100644 --- a/landing/lenses/0097F0.json +++ b/landing/lenses/0097F0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009810.json b/landing/lenses/009810.json index 938d52516c4b47970d53827a6f7fdc37175a8468..02287c1a548ff717d29102748e713131d5509529 100644 --- a/landing/lenses/009810.json +++ b/landing/lenses/009810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009830.json b/landing/lenses/009830.json index 1b2060644779ca14b511451113b7dd26fda575a9..7eca04961eb5adc444eaf6091f08167e6621381a 100644 --- a/landing/lenses/009830.json +++ b/landing/lenses/009830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2022", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0098T0.json b/landing/lenses/0098T0.json index 1dfa3a7bfb62d93a5ec0fa50c8d220cbcbfe8bc3..d9b5d3c9d5ed8091a208fe3ec8662ce5154adce5 100644 --- a/landing/lenses/0098T0.json +++ b/landing/lenses/0098T0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -524,7 +524,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009900.json b/landing/lenses/009900.json index 93cc5a0685cd7ab149e2f9dbfecc3b55424d246f..f694a5a3319bb80fccea2e236abf8e470a7ceaf3 100644 --- a/landing/lenses/009900.json +++ b/landing/lenses/009900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,7 +857,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1032,7 +1032,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009970.json b/landing/lenses/009970.json index 3242c28b99e789e23acd736a6f2e2b927e213860..90ae86de0c891ba327e29108660cebf1b592775c 100644 --- a/landing/lenses/009970.json +++ b/landing/lenses/009970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0099W0.json b/landing/lenses/0099W0.json index cc433e3ef2134816e74f4fee8aa093482444f68f..3d63e5f8a5558728433c2a5c0e70f32ead5cc501 100644 --- a/landing/lenses/0099W0.json +++ b/landing/lenses/0099W0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -551,10 +551,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -569,10 +569,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -591,7 +591,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0099X0.json b/landing/lenses/0099X0.json index 13a0fda7105300d86cf7be51adb41aff9986caba..9190bd66eb9664c5b5920090344430222c61fde8 100644 --- a/landing/lenses/0099X0.json +++ b/landing/lenses/0099X0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-30", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-30", "period": null, "status": "derived", @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-30", "period": null, "status": "observed", @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010040.json b/landing/lenses/010040.json index c140c800eb4c81603682d0f2a886a4c5b6391450..09dc6dec560a315785c54c32db14f3d7164f603e 100644 --- a/landing/lenses/010040.json +++ b/landing/lenses/010040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.13%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010060.json b/landing/lenses/010060.json index 8442c2423655a958d6b5fbb05ea79ab3874e6637..0e415a1970815fc1db868642ab88f967ebe669e1 100644 --- a/landing/lenses/010060.json +++ b/landing/lenses/010060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,10 +1121,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1139,10 +1139,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010100.json b/landing/lenses/010100.json index e204d44fef4014809f9d65db924933afd66132e7..e4a3e9510a38d16b2c48223a3e7b10b28a6dc5a6 100644 --- a/landing/lenses/010100.json +++ b/landing/lenses/010100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010120.json b/landing/lenses/010120.json index cc822ebf00139ae83b8f0fb6aa04041ca89e1d10..65d5dc51f30c4d5324e33341e8627c64b71f9c0e 100644 --- a/landing/lenses/010120.json +++ b/landing/lenses/010120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": { "totalNotch": 1, "reasons": [ - "시가총액 28조" + "시가총액 30조" ], "monotonicGate": "A+" }, @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,88 +1457,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ad2ea23c2ff4", - "target": "010120", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.864 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/010130.json b/landing/lenses/010130.json index 12644628b98d759deae448f9272e88a81bf257d6..efcd665ef9db39ee4c52dc15b69173ac3cd6cf78 100644 --- a/landing/lenses/010130.json +++ b/landing/lenses/010130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "reasons": [ "중대형기업 (매출 17조)", "캡티브금융 별도 D/EBITDA 0.3x (양호)", - "시가총액 25조" + "시가총액 24조" ] }, "divergenceExplanation": [ @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010140.json b/landing/lenses/010140.json index 230a1d3b8522d25ff14d85cbd0ae60734565e81e..b594b4981ef2ef12a093d8fb3f7bb3cb8dcb3e4d 100644 --- a/landing/lenses/010140.json +++ b/landing/lenses/010140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010170.json b/landing/lenses/010170.json index 25f7aaffde6f1d7ecd72b3296efc6b3cf717be24..71672910dac4d33263e0766d00749640e3cd9201 100644 --- a/landing/lenses/010170.json +++ b/landing/lenses/010170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0101C0.json b/landing/lenses/0101C0.json index eba51eabb8b18c3c8e8b334320121a14c944ee3d..ee6ea9726357442a1961a693bda0deba2c3415df 100644 --- a/landing/lenses/0101C0.json +++ b/landing/lenses/0101C0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010240.json b/landing/lenses/010240.json index 0cf83a720fce0984feb3d39072456a12900702ec..a3d5c5703f6cd201c8f3f0944601cfef91c9ba7f 100644 --- a/landing/lenses/010240.json +++ b/landing/lenses/010240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010280.json b/landing/lenses/010280.json index 4019888f9a8ad9f294f3f18ac3a6ccd2cef00e32..e159e5d65f22bc8d148f00beb5a99d52ba33ad2b 100644 --- a/landing/lenses/010280.json +++ b/landing/lenses/010280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010400.json b/landing/lenses/010400.json index c50d278053bc517453750e344452db77445d3ae1..24be47eb7e184720b4ff12b6217090e2e1990872 100644 --- a/landing/lenses/010400.json +++ b/landing/lenses/010400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,7 +897,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1039,19 +1039,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,17 +1118,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1191,13 +1191,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1206,7 +1206,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010420.json b/landing/lenses/010420.json index e59b829cd6f066da3034b285d96df1c53e41af00..21e6b2fbb78cb155f3bc779fdba5b28554d05ef5 100644 --- a/landing/lenses/010420.json +++ b/landing/lenses/010420.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/010470.json b/landing/lenses/010470.json index 52e820d3f158218d075ca1b70ce857b06670dc7b..97ba90542d95db0acbd02016daeffc8e67745e39 100644 --- a/landing/lenses/010470.json +++ b/landing/lenses/010470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,8 +1505,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/010580.json b/landing/lenses/010580.json index f4136092598ab2c4f0331c78cb052381e8bb4cfb..c358864d592643bfc8609746c5919a334b1562f6 100644 --- a/landing/lenses/010580.json +++ b/landing/lenses/010580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,10 +1132,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0105P0.json b/landing/lenses/0105P0.json index 2446a3fd149163f4c5a2a5c2cd63fb3b906a2cd1..11acb638d4d7d95e6cdeafaac6f18c37dedb8a26 100644 --- a/landing/lenses/0105P0.json +++ b/landing/lenses/0105P0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010600.json b/landing/lenses/010600.json index fd18777f8f9e47222c6b4c0264f3a86d9767faff..7324eed28b49829208c4ab383a82ccf5dd5185cd 100644 --- a/landing/lenses/010600.json +++ b/landing/lenses/010600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -544,13 +544,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -764,14 +764,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-23", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-23", "period": "2025", "status": "derived", @@ -974,7 +974,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-23", "period": "2025", "status": "observed", @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1085,10 +1085,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1112,10 +1112,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1130,10 +1130,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010620.json b/landing/lenses/010620.json index 7b3cb0147b6bcb3679e1c8bde9292f74a229fdc1..1918d850806d91d6fe5caad79e27008a8a9deb89 100644 --- a/landing/lenses/010620.json +++ b/landing/lenses/010620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -742,10 +742,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-11-26", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -781,7 +781,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -801,7 +801,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-11-26", "period": "2024", "status": "derived", @@ -822,7 +822,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-11-26", "period": "2024", "status": "observed", @@ -912,10 +912,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -931,10 +931,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -958,10 +958,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -976,10 +976,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -990,7 +990,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -998,7 +998,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010640.json b/landing/lenses/010640.json index 15e383536b5d6b92512f30aac2b1ed47ed346ed7..4fc09b2ae1ecf7096416e8820be5bfb7e5ba76e8 100644 --- a/landing/lenses/010640.json +++ b/landing/lenses/010640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,7 +927,7 @@ "divergenceExplanation": [ "유동성 축이 51점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.21%). 최근 주가 하락이 반영된 결과", "D/EBITDA 18.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -944,14 +944,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1300,10 +1300,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1354,7 +1354,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010660.json b/landing/lenses/010660.json index 22cc0a24abb46e529696ddc617db67650a4d0b01..706ff3af4d6ad1645e62d1982a1ff5dfff429f7a 100644 --- a/landing/lenses/010660.json +++ b/landing/lenses/010660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010690.json b/landing/lenses/010690.json index 527254d3bdeea0a0d6d7bc9eb32fd8f8f83dbf92..0dcae0be1e692b6b6648d6e8556bcb6c00b530be 100644 --- a/landing/lenses/010690.json +++ b/landing/lenses/010690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010770.json b/landing/lenses/010770.json index f8d7f90140d62625967f575286066c99699680ca..d8ae8216750e8e354797e2c362dd05486712563f 100644 --- a/landing/lenses/010770.json +++ b/landing/lenses/010770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,7 +931,7 @@ }, "divergenceExplanation": [ "유동성 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.08%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -947,14 +947,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1069,10 +1069,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1115,7 +1115,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1157,8 +1157,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1193,7 +1193,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1249,10 +1249,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1268,10 +1268,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1295,10 +1295,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1313,10 +1313,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1351,7 +1351,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1367,7 +1367,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1691,7 +1691,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1713,7 +1713,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1731,8 +1731,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/010780.json b/landing/lenses/010780.json index 50e1dbb8de730909e52ddc5335641086943610e4..745a052ea5483c996626b5362cb0e250d7ccab0a 100644 --- a/landing/lenses/010780.json +++ b/landing/lenses/010780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010820.json b/landing/lenses/010820.json index 80b334dd95d9e39fd2854dc37d01da7e9b73912e..1e2180bec7e680a2c42fa17c4f3c645114a70d8a 100644 --- a/landing/lenses/010820.json +++ b/landing/lenses/010820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,14 +622,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -768,10 +768,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -791,7 +791,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010950.json b/landing/lenses/010950.json index 6aeeb50b74690d5ccde72af82f10efaf0698b4b3..11b100ce6e34682db2c4c457e305aad7d72b102e 100644 --- a/landing/lenses/010950.json +++ b/landing/lenses/010950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1611,7 +1611,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1633,7 +1633,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1651,15 +1651,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/010960.json b/landing/lenses/010960.json index e2e9d5826eb3ae583f06e45dd20521a4c109cd99..bbe2b2ad49553fda9254f5f171d9b625b7dbf3be 100644 --- a/landing/lenses/010960.json +++ b/landing/lenses/010960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 3.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 4.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:58d9389b2cac", + "target": "010960", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.328 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/011000.json b/landing/lenses/011000.json index f7d5dfaf4dc7f4ddccc20214a38a8dc352c3764d..12ea9346e49ea9bb37d3c0a1a73023b77c66b414 100644 --- a/landing/lenses/011000.json +++ b/landing/lenses/011000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1704.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1742.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-21", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-21", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-21", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011040.json b/landing/lenses/011040.json index 50ca70911a70808181cab443a9d441a3c120af7d..d15c7089f6e8ac22d8992fde5e58b52c00ab1c0e 100644 --- a/landing/lenses/011040.json +++ b/landing/lenses/011040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011070.json b/landing/lenses/011070.json index 7e9c264ec2d910bf69d6c7366ffa50e1955382c5..417452eda2f49eea18f8361a17e2d5ebe691b5ff 100644 --- a/landing/lenses/011070.json +++ b/landing/lenses/011070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011080.json b/landing/lenses/011080.json index ea7d497e657773fc2aed0f54e3b3b8285dc0e399..c2f0d213be886b5cd23aa9739b2819b0fe4c14a7 100644 --- a/landing/lenses/011080.json +++ b/landing/lenses/011080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 71.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 75.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9fb4c98839f7", - "target": "011080", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/011090.json b/landing/lenses/011090.json index 7f62a9dced4d7373980de0d5b1bb0f6dcdbfb2b4..8d4ad63dba8f7da253ad15fed1206814ccd85e84 100644 --- a/landing/lenses/011090.json +++ b/landing/lenses/011090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "현금흐름 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 92.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 77.33%). 최근 주가 하락이 반영된 결과", "D/EBITDA 43.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011150.json b/landing/lenses/011150.json index b9a808588fd6e0148c9fbbb84ce1fb8a8a4780ed..a9f9162850a007debb7a22cd91668ce663856284 100644 --- a/landing/lenses/011150.json +++ b/landing/lenses/011150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011160.json b/landing/lenses/011160.json index 7f006d19cd0c5225688928aec13db199f96c956c..821b000235422ca736d6109bac1dd4daa190cccc 100644 --- a/landing/lenses/011160.json +++ b/landing/lenses/011160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011170.json b/landing/lenses/011170.json index 885da1c7706062ad4b63045d6a39007361839e9a..83ef0293d8b68e1532b647a032f7e337d3ce7549 100644 --- a/landing/lenses/011170.json +++ b/landing/lenses/011170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011200.json b/landing/lenses/011200.json index 1c12972733b1dc84fc3b9cb2ed6ff6b1defbd92b..9ed6d85b78197ac23d7bfe28dc67a6edc8d05f23 100644 --- a/landing/lenses/011200.json +++ b/landing/lenses/011200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011210.json b/landing/lenses/011210.json index 9d09437912ef0f8ee8af55c6c05b3542c95006f7..62c5641f33a9bd39426e9aed75b2fb966ae0e55a 100644 --- a/landing/lenses/011210.json +++ b/landing/lenses/011210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011230.json b/landing/lenses/011230.json index e78faff25a20df4dccb662bd23db5f9f22f03c02..45a7a439213ae373b4bbd5004787e232a2139946 100644 --- a/landing/lenses/011230.json +++ b/landing/lenses/011230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "유동성 축이 87점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 63.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 50.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -981,19 +981,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1014,8 +1014,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,17 +1060,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1139,7 +1139,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1148,7 +1148,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011280.json b/landing/lenses/011280.json index 3d23e442e9f24dd4c22ea5ead278cf5fc2863c06..3e218a22ddf8626f0c278ffcc8c5cbc0725ea8a6 100644 --- a/landing/lenses/011280.json +++ b/landing/lenses/011280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011300.json b/landing/lenses/011300.json index 0ed71bc8eafb7c7fe54706546a488e570a539efd..afee338cc056fd50881fdc0770b5da7861491896 100644 --- a/landing/lenses/011300.json +++ b/landing/lenses/011300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -841,7 +841,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 35.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011320.json b/landing/lenses/011320.json index a73d22eb27a1b197f0997a77e39b935596505f36..0d82cda504eb20ddadf990d1ced6959e8172a0db 100644 --- a/landing/lenses/011320.json +++ b/landing/lenses/011320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,8 +1508,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/011330.json b/landing/lenses/011330.json index 6b9197634c66ab78146328fa792143871f533bdb..8585deef7cf073b31d722693c123db7f7b1408e5 100644 --- a/landing/lenses/011330.json +++ b/landing/lenses/011330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -922,7 +922,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011370.json b/landing/lenses/011370.json index 96dd5994446c55b26ee86ba326f16d0640164402..7182bde57d5ac4dcc04cb6cb119314315a10b7a9 100644 --- a/landing/lenses/011370.json +++ b/landing/lenses/011370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,7 +1459,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1481,7 +1481,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1499,8 +1499,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/011390.json b/landing/lenses/011390.json index 9a80c2869883987688c8151c3a36a88d02ec3ed2..ddf1fe54ce6f5ff41b65b06ea76227bd820934cf 100644 --- a/landing/lenses/011390.json +++ b/landing/lenses/011390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 11.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 12.30%). 최근 주가 하락이 반영된 결과", "D/EBITDA 30.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1471,7 +1471,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1493,7 +1493,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1511,15 +1511,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/011400.json b/landing/lenses/011400.json index cce5e7ca7f48d8727951957de1ca085d7f2f47d1..45f9780bef9b6e4c2e9fa5350a8079217af65390 100644 --- a/landing/lenses/011400.json +++ b/landing/lenses/011400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011420.json b/landing/lenses/011420.json index 4842f2c3870a86389906c416a62a8df2832ab37b..eaecd84f58d4904ea955d6f9cd550b12d5f57137 100644 --- a/landing/lenses/011420.json +++ b/landing/lenses/011420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1068,8 +1068,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1099,10 +1099,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011500.json b/landing/lenses/011500.json index d16f5b51f22e28f8d9db697eca4475e8a58b4f49..e02b0874518ba5db30b3be5fa60f1124bc632ece 100644 --- a/landing/lenses/011500.json +++ b/landing/lenses/011500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011560.json b/landing/lenses/011560.json index 98bee45715c0ba3ff63bdda3137683c8f84c6466..674ebdc60c6fe7be1a0be44c4e0ed42216ea8d28 100644 --- a/landing/lenses/011560.json +++ b/landing/lenses/011560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0115H0.json b/landing/lenses/0115H0.json index ac0f3b4c934019fc84de78f69e62a49191df15c0..cb235cb222680927a1826166a0a2fb591333bc66 100644 --- a/landing/lenses/0115H0.json +++ b/landing/lenses/0115H0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011690.json b/landing/lenses/011690.json index 9b1c6701dc08a45239268bd28048b9aa09935ae8..65f2325af628bdba521aa144bce308a276ee5c5f 100644 --- a/landing/lenses/011690.json +++ b/landing/lenses/011690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011700.json b/landing/lenses/011700.json index 5cfbb61b46e261e90dd38da8c8bbaa236a62d9f7..fee1ec11ab0d55b8ca8f734bdbb5aa35fcc63249 100644 --- a/landing/lenses/011700.json +++ b/landing/lenses/011700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 43.30, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 41.05, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 43.3, + "grade": "dCR-BB", + "score": 41.05, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 43.51, + "grade": "dCR-BB", + "score": 41.26, "assumptions": { "scenarioStress": "moderate" } @@ -908,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 2.5, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011760.json b/landing/lenses/011760.json index 8f3ebd5356b203813cf6080d7885fee0804b0371..b79ee493d5bc7b29804062fcd396a1fc4367de7d 100644 --- a/landing/lenses/011760.json +++ b/landing/lenses/011760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011780.json b/landing/lenses/011780.json index fde7cc5c79d0704a235ccc8f743ebf4a5fa5ace8..7c3ff40ba7eb3ccbc7cd267fc881316ede9a9664 100644 --- a/landing/lenses/011780.json +++ b/landing/lenses/011780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1594,88 +1594,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8b0f7a64f7bc", - "target": "011780", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.546 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/011790.json b/landing/lenses/011790.json index 1d040e8b8d1b9fde7f59ecafd1eec54db09355b2..88c8cb26e5ad925a8cf123811e29dc5379ac205e 100644 --- a/landing/lenses/011790.json +++ b/landing/lenses/011790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,10 +1128,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0117P0.json b/landing/lenses/0117P0.json index 0aa733b913f04cfc8b46bd45ab2079342280d2f7..799c9a99c2664cae70f7e5f76bc8c6d201780ccb 100644 --- a/landing/lenses/0117P0.json +++ b/landing/lenses/0117P0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011810.json b/landing/lenses/011810.json index ff6dc47da9aa5c817541a4a188770e5efe2920ae..1f4eb7e5b77c530581401dd4436999b8c8615523 100644 --- a/landing/lenses/011810.json +++ b/landing/lenses/011810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011930.json b/landing/lenses/011930.json index a0ba77ae8ad0d4f6e47900a51563ab2bc243bd24..33842a2391c2ab15f8f78e6a53dc2abdd3c22265 100644 --- a/landing/lenses/011930.json +++ b/landing/lenses/011930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 47점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 11.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 13.14%). 최근 주가 하락이 반영된 결과", "D/EBITDA 174.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012030.json b/landing/lenses/012030.json index 2ff446188ac690cd377952034b3614aa1e0ca536..3eb769d087d77a66f35e0e25252ea47414da0a3f 100644 --- a/landing/lenses/012030.json +++ b/landing/lenses/012030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1200,13 +1200,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0120G0.json b/landing/lenses/0120G0.json index c6320ad485fe5eb5f4f718eeafb259ff6b0ee65a..4ab5da9a298148b3e8e73707a8ed7324f5c8f9d6 100644 --- a/landing/lenses/0120G0.json +++ b/landing/lenses/0120G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012160.json b/landing/lenses/012160.json index 1d79597a11ef94a5ea28ce3b014a569f13d8eca1..e30bb7f43326cb08fe5c18d60b63b1c619557754 100644 --- a/landing/lenses/012160.json +++ b/landing/lenses/012160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012170.json b/landing/lenses/012170.json index bd20c505fc121a49c4a84b4eb86e2a7bbd836839..16892841409aa7296c4cd757ed5c7fbece60e91f 100644 --- a/landing/lenses/012170.json +++ b/landing/lenses/012170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 18.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 15.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1390,7 +1390,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1412,7 +1412,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1430,8 +1430,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/012200.json b/landing/lenses/012200.json index c11280e99808492d212bb1042ad44ef882dddf93..6a767c660174e7da1ce3fc3c6c836574420d9e65 100644 --- a/landing/lenses/012200.json +++ b/landing/lenses/012200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,10 +1296,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012210.json b/landing/lenses/012210.json index d9f6062a90eccbb256a9554960d02d0742902319..b335af3ea986cfb37f69190ca9b357074d2ee8db 100644 --- a/landing/lenses/012210.json +++ b/landing/lenses/012210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025Q4", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025Q4", "status": "derived", @@ -433,13 +433,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -610,14 +610,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -737,10 +737,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -756,8 +756,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -769,8 +769,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -787,10 +787,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -800,7 +800,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -809,7 +809,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -877,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -896,10 +896,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -919,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -927,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012280.json b/landing/lenses/012280.json index 90141e88fd42cbf7b016da2f762797a9643f9ae7..b39c2356453ca37c67f32d3f24188852c9f5c014 100644 --- a/landing/lenses/012280.json +++ b/landing/lenses/012280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,10 +1108,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1121,7 +1121,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012320.json b/landing/lenses/012320.json index 829ac0accd1e2d5238278a0131141b5b87f3090d..ca67d7347978bf875296bfe65e204b830445c25a 100644 --- a/landing/lenses/012320.json +++ b/landing/lenses/012320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012330.json b/landing/lenses/012330.json index 0269ff130f4215a0377078226ac2c534845f09e4..f9e7f1c4391d3c12662f0b7abfe6dc56b07ca450 100644 --- a/landing/lenses/012330.json +++ b/landing/lenses/012330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-AA-", - "summary": "dCR 위험점수 8.87, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA", + "summary": "dCR 위험점수 7.87, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA-", - "score": 8.87, + "grade": "dCR-AA", + "score": 7.87, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA-", - "score": 9.24, + "score": 8.24, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -906,7 +911,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.03, + "pdEstimate": 0.02, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", @@ -925,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1603,7 +1608,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1625,7 +1630,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1643,8 +1648,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/012340.json b/landing/lenses/012340.json index abcd8379f2ae9bd3d58579550dad13009d7bf3ba..c50e98fff8d24000afb57cf7eef71201c79b65ea 100644 --- a/landing/lenses/012340.json +++ b/landing/lenses/012340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 69점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 129.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 143.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012450.json b/landing/lenses/012450.json index cecdf7bc60cafc788f32a47b7b1f91f06c73c6a6..6caea1894525d952f2e2c43993deafeb2ad31925 100644 --- a/landing/lenses/012450.json +++ b/landing/lenses/012450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012510.json b/landing/lenses/012510.json index 9e1b21736d4515addc49115553024969eb04d46f..9d64fd98cc6fbb4ca491a424b308bea96d8477e3 100644 --- a/landing/lenses/012510.json +++ b/landing/lenses/012510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-25", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,7 +1123,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-25", "period": "2025", "status": "derived", @@ -1145,7 +1145,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-25", "period": "2025", "status": "observed", @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012580.json b/landing/lenses/012580.json index 12c2915a6e1ac4d658ed17c3d216435efb53b3e9..354cfde449885a1efd2f95756adc956b21e1d17e 100644 --- a/landing/lenses/012580.json +++ b/landing/lenses/012580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012600.json b/landing/lenses/012600.json index be34405390fcdf22b31e053401170207c5fa3c69..f42ea01461c770319b7a8d85a9ea23ecf3cc4a2c 100644 --- a/landing/lenses/012600.json +++ b/landing/lenses/012600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1263,10 +1263,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012610.json b/landing/lenses/012610.json index b18133debe5ff532618defbe92a7ce11ebc6c7c2..d81e2f8e45d870f8201e8ff6df040517085e16ab 100644 --- a/landing/lenses/012610.json +++ b/landing/lenses/012610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012620.json b/landing/lenses/012620.json index 6eeef1c1fbdfd7af99a2f2262d1d8e895bf957e2..463490e37140701a9baf8f31e35d4adf0c589fef 100644 --- a/landing/lenses/012620.json +++ b/landing/lenses/012620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -767,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +790,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012630.json b/landing/lenses/012630.json index c3137e4a4c388a670fce9d449bf5df00a78805b1..3f2cc9db6ad1ceba42c3be64d83f2063f662be2c 100644 --- a/landing/lenses/012630.json +++ b/landing/lenses/012630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -900,19 +900,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -933,8 +933,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -979,17 +979,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1052,13 +1052,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1067,7 +1067,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012690.json b/landing/lenses/012690.json index c55afa4a3a11f20f075ce82834eb65c159e626fa..ad8387b296ece9ae1179647e25cf83ad72b3f928 100644 --- a/landing/lenses/012690.json +++ b/landing/lenses/012690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,10 +1239,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0126Z0.json b/landing/lenses/0126Z0.json index 7111b399fa08ffdb5c32bd92eb72674a98a10ac1..dd25944b21c3079b8eeb814b4433a48787a5561b 100644 --- a/landing/lenses/0126Z0.json +++ b/landing/lenses/0126Z0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -347,14 +347,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -474,10 +474,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -493,7 +493,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -506,8 +506,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -537,7 +537,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -546,7 +546,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -614,10 +614,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -633,10 +633,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -656,7 +656,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -664,7 +664,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012700.json b/landing/lenses/012700.json index c0920a4a7ec3ded65eab350c81fee24813f69ec6..495939e71d920c38245923bc1d790716f06386ec 100644 --- a/landing/lenses/012700.json +++ b/landing/lenses/012700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -945,14 +945,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1072,19 +1072,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1105,8 +1105,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,17 +1151,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1196,7 +1196,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,7 +1230,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1239,7 +1239,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1252,10 +1252,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1271,10 +1271,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012750.json b/landing/lenses/012750.json index 5e00774b229ddbc41c960dbf13902eb67c798a7c..a296c4e04635adfbb3998a6af914fb6d97381202 100644 --- a/landing/lenses/012750.json +++ b/landing/lenses/012750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012790.json b/landing/lenses/012790.json index d0a1f51a34cc95dad41292026ece217fd4c1bc02..87e90dac7098e611a553060632968b5515a62d33 100644 --- a/landing/lenses/012790.json +++ b/landing/lenses/012790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012800.json b/landing/lenses/012800.json index 0feef77a512dba7bfae90e8b5afaa28aae1b368f..aee8c90214cac85aa35d7e5a0dc6a06258374d75 100644 --- a/landing/lenses/012800.json +++ b/landing/lenses/012800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012860.json b/landing/lenses/012860.json index f67aee80a5fdae4f7d2a802390e6c19e5b8e4779..ec8480c1798612ba65fc200e09928797533df187 100644 --- a/landing/lenses/012860.json +++ b/landing/lenses/012860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,88 +1463,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9dfb8e9a4cec", - "target": "012860", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.384 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0129K0.json b/landing/lenses/0129K0.json index d6ff519857bd5e6ce8c337fe086408921ddaaef9..7463a1ac5bd145e42b35ee2f69ff2746e6d9d504 100644 --- a/landing/lenses/0129K0.json +++ b/landing/lenses/0129K0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013000.json b/landing/lenses/013000.json index 4c483d0c95742dba5ede699320fc47961b60b036..6b434a8f62804ef9c71230e90d15ef194dc9b3d2 100644 --- a/landing/lenses/013000.json +++ b/landing/lenses/013000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013030.json b/landing/lenses/013030.json index 338e7e97453b6364bb48733a86eeaa757f813e5c..9805d97935b0e4525a0a1601970866bdb604aae3 100644 --- a/landing/lenses/013030.json +++ b/landing/lenses/013030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0130D0.json b/landing/lenses/0130D0.json index f75f105bc4e2f8e9af1f6bb07ec00b01199b27af..00e095178e4cadf4a7ee636dbb32d8ab3796c462 100644 --- a/landing/lenses/0130D0.json +++ b/landing/lenses/0130D0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/0130H0.json b/landing/lenses/0130H0.json index 4ff95065311a8faf68469ba67daca56b2955c683..86ccda2161bb0638a227471631dd0801714a5d6d 100644 --- a/landing/lenses/0130H0.json +++ b/landing/lenses/0130H0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013120.json b/landing/lenses/013120.json index e3b8c14a0bdcf719abe60a34353aff2a98413823..6bf20b7730dc9b71725e1f7d15f5cfdcc71efe28 100644 --- a/landing/lenses/013120.json +++ b/landing/lenses/013120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0131D0.json b/landing/lenses/0131D0.json index ebaccfc21d20eb3e459d5c5f59cb5b9ac244ab45..52d9e1395dabe85ac68fb68240ebbf3d4b767525 100644 --- a/landing/lenses/0131D0.json +++ b/landing/lenses/0131D0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/0132G0.json b/landing/lenses/0132G0.json index 41f1cc37c9876ed465e953f49a685ac00d0b4e9b..0e102cb7fd2abf0ca3c82d8141f43095a866fa59 100644 --- a/landing/lenses/0132G0.json +++ b/landing/lenses/0132G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013310.json b/landing/lenses/013310.json index 42129c5e932109d08a74ab4758be8242f2cd9716..9b69635714d47f2469326d178a49b886a484cc81 100644 --- a/landing/lenses/013310.json +++ b/landing/lenses/013310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/013340.json b/landing/lenses/013340.json index b08c8f9356ebc37277165eefda90d40d399b532f..e924d812b10c6514650869d5ae6d079c81e330a3 100644 --- a/landing/lenses/013340.json +++ b/landing/lenses/013340.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013360.json b/landing/lenses/013360.json index 52bf0ebc7c49cc6617dce207bc529392bb9fc226..212c01593d78034842f79305f66b0a9c4b7bce8e 100644 --- a/landing/lenses/013360.json +++ b/landing/lenses/013360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 14.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 13.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0134X0.json b/landing/lenses/0134X0.json index f1e222f521dcd387778aa4ccb9bfb687e3928db0..79e47323ea852c07209d34c519d6a2ea2e349b0b 100644 --- a/landing/lenses/0134X0.json +++ b/landing/lenses/0134X0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013520.json b/landing/lenses/013520.json index 4a8fd689ec894e5f7d6177a4724cdcd67b0ad287..6cf02b85e96c9fac583f1f23a40d1721e99de722 100644 --- a/landing/lenses/013520.json +++ b/landing/lenses/013520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -963,19 +963,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -996,8 +996,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1042,17 +1042,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1121,7 +1121,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1130,7 +1130,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1380,12 +1380,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d2537b23b124", + "target": "013520", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.446 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/013570.json b/landing/lenses/013570.json index 5b08fd0aeb98b8a85793726fa3607ee93d20c393..12f5e15b18a84d4361f262bdc96473a48704e5e2 100644 --- a/landing/lenses/013570.json +++ b/landing/lenses/013570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -902,19 +902,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,17 +981,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1054,13 +1054,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013580.json b/landing/lenses/013580.json index 0d52b2688f4d47ede6f1f9e749ffe1445780a122..c0cc2b81edc27d0c11c1cfc2bec0511bf0c7b55b 100644 --- a/landing/lenses/013580.json +++ b/landing/lenses/013580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013700.json b/landing/lenses/013700.json index f87f511ee3b36e554dc138e28e411d3b3f6c694f..2b09b9fc4315a97eb9a15fcc7605b18242378e49 100644 --- a/landing/lenses/013700.json +++ b/landing/lenses/013700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,14 +619,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -746,10 +746,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -765,10 +765,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -788,7 +788,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -796,7 +796,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013720.json b/landing/lenses/013720.json index 9cd9b9de5802fb640c6ba541a3f89bb750faabba..e5b95e398a9534ec13c4b7ba7a160f99ea5a25c4 100644 --- a/landing/lenses/013720.json +++ b/landing/lenses/013720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5f7371e50f4e", + "target": "013720", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.365 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/013810.json b/landing/lenses/013810.json index c5c51844bdc77c7084afb5f6bb00c987f49e1516..7fa4e481d6f8ffe2e8272c262023cf35bea7ba85 100644 --- a/landing/lenses/013810.json +++ b/landing/lenses/013810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013870.json b/landing/lenses/013870.json index 5e203f85680db247af7938e6ff363e2516339b3b..81b3385ab7ee9aa2957f85252766e3f0495d33c1 100644 --- a/landing/lenses/013870.json +++ b/landing/lenses/013870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1607,7 +1607,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1629,7 +1629,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1647,8 +1647,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/013890.json b/landing/lenses/013890.json index 5b1261d23a811e0e591b8cbdc3c9e2ed255a4a4f..fb4364f42162d4e59a5c1c50c2a8bc38de776540 100644 --- a/landing/lenses/013890.json +++ b/landing/lenses/013890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013990.json b/landing/lenses/013990.json index ec850525aa1c43e3a38e61664383122a272593b2..0b3921a060dd397f2b273c6f6300cd9795a26b71 100644 --- a/landing/lenses/013990.json +++ b/landing/lenses/013990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014100.json b/landing/lenses/014100.json index ad993f7cca34d8070e610a11d14c75cf303316e9..e172f6ba81c8ed94acf98af80e99ac3f01fcc847 100644 --- a/landing/lenses/014100.json +++ b/landing/lenses/014100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 10.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 10.16%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014130.json b/landing/lenses/014130.json index c7e4d5f1d77dc7ea8afe4365a0661f39a058c97d..8793ed93d07ad2a14c6bf55690d3dd0df864a65b 100644 --- a/landing/lenses/014130.json +++ b/landing/lenses/014130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1556,8 +1556,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/014160.json b/landing/lenses/014160.json index d8430471612da0e3e6516665e6f31273230d5b8f..acc143f4e053ae2a9e795efe0099976ca2a55c43 100644 --- a/landing/lenses/014160.json +++ b/landing/lenses/014160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014190.json b/landing/lenses/014190.json index c76600bbaf53b79d263d09a64d157a56f52dfab2..4255852af231435860ca925031bdf5fe1bb02c49 100644 --- a/landing/lenses/014190.json +++ b/landing/lenses/014190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1602,7 +1602,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1624,7 +1624,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1642,8 +1642,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/014200.json b/landing/lenses/014200.json index 908eaade22044a22cb6a190510024ccc4b774728..de2ebd1ac86e49caf97e34518435b327acffcca7 100644 --- a/landing/lenses/014200.json +++ b/landing/lenses/014200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-11-25", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-11-25", "period": "2025", "status": "derived", @@ -1128,7 +1128,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-11-25", "period": "2025", "status": "observed", @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1237,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,10 +1264,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014280.json b/landing/lenses/014280.json index 9a17c43a3a97c5623b9c97f19c6ec3dd4c69ecc6..f25ea18b7ed5a5ddec55d1291877fab5dc78a6fa 100644 --- a/landing/lenses/014280.json +++ b/landing/lenses/014280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,12 +1460,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:315270335a54", + "target": "014280", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/014440.json b/landing/lenses/014440.json index eaa672ade84ef97ed2cdf9c7ddfc5a5f7314c479..7c2c8adec990a1d34d2ee06b1aed7574f5495f8b 100644 --- a/landing/lenses/014440.json +++ b/landing/lenses/014440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014470.json b/landing/lenses/014470.json index bf3a20154739a88641a009f8ed53a42b1ddd0eab..5468a053b407fcd4403699b7b926ddecf3e85924 100644 --- a/landing/lenses/014470.json +++ b/landing/lenses/014470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014530.json b/landing/lenses/014530.json index c78f7879226d8fa2c3d7863ba756c43f6507ebd8..f46d0936a3f38463d012ff8a785f4be896d1805c 100644 --- a/landing/lenses/014530.json +++ b/landing/lenses/014530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6f248a555706", - "target": "014530", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/014570.json b/landing/lenses/014570.json index 73bff862c7f5dab2fa4a4881ae4fcf74c75ac1fb..ef79396e243697e45b602e30e5626429c18cf3ea 100644 --- a/landing/lenses/014570.json +++ b/landing/lenses/014570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1098,10 +1098,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1111,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014580.json b/landing/lenses/014580.json index 36f6ce5c259a6e74c30b235f7bd0373609f52636..4960748dc217adcbb14b7d655c1e732edac53925 100644 --- a/landing/lenses/014580.json +++ b/landing/lenses/014580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/014620.json b/landing/lenses/014620.json index 2433061ff9c1eb9e47b5603823255efa17548b39..16c7fe83a8359e294019bd1e782ae5529844dd52 100644 --- a/landing/lenses/014620.json +++ b/landing/lenses/014620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014680.json b/landing/lenses/014680.json index 8e9f5825af5d786d0587487d2c66fb74f989d70d..39fc158ba65315ad7bd3e88eefcee3c5d6d3598e 100644 --- a/landing/lenses/014680.json +++ b/landing/lenses/014680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014710.json b/landing/lenses/014710.json index 43a510e3b1ab9cf6d482f10ffa6fff2200ffe315..8342db17897e545632cd32be1b318c259ffa6b91 100644 --- a/landing/lenses/014710.json +++ b/landing/lenses/014710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014790.json b/landing/lenses/014790.json index acb111a4c472e7aa0bff0ed07a7f44a308f53f8c..e8748f777ed7fa55d54dbeb67f9268af1c01c476 100644 --- a/landing/lenses/014790.json +++ b/landing/lenses/014790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1214,13 +1214,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014820.json b/landing/lenses/014820.json index 4070d9d17d70bcf071fe8e4792314d39cff179a0..749bc427c94aa22a8b07359180c64af0896e3d89 100644 --- a/landing/lenses/014820.json +++ b/landing/lenses/014820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014830.json b/landing/lenses/014830.json index ae421d30c153b5b029ba36107cffb26587acd287..50e89f609915e25b367f1543ef0783ff2eac7d20 100644 --- a/landing/lenses/014830.json +++ b/landing/lenses/014830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,15 +1056,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1556,88 +1556,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d8e82ee31912", - "target": "014830", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.445 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/014910.json b/landing/lenses/014910.json index 656e6b03983c04c2eaaec8391ea361d1f64d0132..4b1d42ee059d961c9a19fb044fca3d668df02013 100644 --- a/landing/lenses/014910.json +++ b/landing/lenses/014910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014940.json b/landing/lenses/014940.json index 1ab0b64bb24554f067e55f8cd143b2d87ac69b9d..5418226a6a6d2ad9447e246c8c867f7684a4505b 100644 --- a/landing/lenses/014940.json +++ b/landing/lenses/014940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -742,10 +742,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -761,10 +761,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -788,10 +788,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -806,10 +806,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -828,7 +828,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -844,7 +844,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014950.json b/landing/lenses/014950.json index 0e71e8b5d28f85492f27778b8290e210e535559b..a38a3e0d4fe2daa30381ec9976ca78d16927977b 100644 --- a/landing/lenses/014950.json +++ b/landing/lenses/014950.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -396,10 +396,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -428,8 +428,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -448,8 +448,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -468,7 +468,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -536,10 +536,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -555,10 +555,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -586,7 +586,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/014970.json b/landing/lenses/014970.json index b1af3412f50ec91ecd07ef71c61515a76cc3f6da..9c15fdacfbd6766f3af34666e912ecd0c4ff7a91 100644 --- a/landing/lenses/014970.json +++ b/landing/lenses/014970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1048,15 +1048,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1200,13 +1200,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1450,88 +1450,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:648d1cfafbe9", - "target": "014970", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.619 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/014990.json b/landing/lenses/014990.json index e152b61853fdd1adf42a0e9f05de895586b79bdf..eadf86f282b6127e4fa41db1670a0260c272b030 100644 --- a/landing/lenses/014990.json +++ b/landing/lenses/014990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 13.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 15.50%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015020.json b/landing/lenses/015020.json index 7dfb7a5b9c81fb0b5bd3792bac46bbfbbf45b9f4..34e717e4a0829cb7bba1f7908c34e73570307705 100644 --- a/landing/lenses/015020.json +++ b/landing/lenses/015020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 14.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 13.59%). 최근 주가 하락이 반영된 결과", "D/EBITDA 86.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-26", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-26", "period": null, "status": "derived", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-26", "period": null, "status": "observed", @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015200.json b/landing/lenses/015200.json index 9b15b4e47d1048903874cdf8e0784b247c6a4f65..e89e8c2ac559e1230894ddd81363fa76cf5dc9a4 100644 --- a/landing/lenses/015200.json +++ b/landing/lenses/015200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,10 +639,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015230.json b/landing/lenses/015230.json index bfd25a3586d7484f33ead1bea3d9deb021af8444..3ea672d96c6b0e2851de1618b7b1aa7d48a69a55 100644 --- a/landing/lenses/015230.json +++ b/landing/lenses/015230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015260.json b/landing/lenses/015260.json index 121a0a62fed5b69a4ed592918c63aa9d5a46b60d..05c52471ef0f26d27b6880ec2bbfeb28a5d5d73f 100644 --- a/landing/lenses/015260.json +++ b/landing/lenses/015260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 64.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 60.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015360.json b/landing/lenses/015360.json index 6aaac923a3555d45f34e1d2090fbadf781280c89..5e93ab50d21d61ae6abb030f90bd4eb4f079f4c1 100644 --- a/landing/lenses/015360.json +++ b/landing/lenses/015360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7a78de22b12e", - "target": "015360", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/015590.json b/landing/lenses/015590.json index f5288124b599caf9f37e3d8a80af0939fb3a3b0c..89b458f3d596793f8997af05252e4b26cfaf0edf 100644 --- a/landing/lenses/015590.json +++ b/landing/lenses/015590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 9.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1351,7 +1351,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1671,8 +1671,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0155E0.json b/landing/lenses/0155E0.json index a11d27f98bc79e793af4664541b04819e073a9e7..61853255cd420bc86c15cc8fe7e2e1f8e71ef688 100644 --- a/landing/lenses/0155E0.json +++ b/landing/lenses/0155E0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2026", @@ -36,10 +36,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -353,10 +353,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -385,8 +385,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -405,8 +405,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -425,7 +425,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -493,10 +493,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -512,10 +512,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -539,10 +539,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -557,10 +557,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -571,7 +571,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -579,7 +579,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -595,7 +595,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -611,7 +611,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0156T0.json b/landing/lenses/0156T0.json index 91a0f779c63e635141f469af26e6c874356de142..435694cd5289b695764f7aaa4a42f259c982d610 100644 --- a/landing/lenses/0156T0.json +++ b/landing/lenses/0156T0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/015710.json b/landing/lenses/015710.json index f5294df8a73a67af2442db0b73c98db70538b033..633cd6cff2e48b42ae285926dffbcc89d0f8b242 100644 --- a/landing/lenses/015710.json +++ b/landing/lenses/015710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015750.json b/landing/lenses/015750.json index 7a93c6034691e66439b739faa7de2c69b2a5a8af..ddd9972806a8a306e1f858022a66cf953602d2ef 100644 --- a/landing/lenses/015750.json +++ b/landing/lenses/015750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1048,15 +1048,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1200,13 +1200,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1591,88 +1591,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2fe64c339021", - "target": "015750", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.492 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/015760.json b/landing/lenses/015760.json index 75294a6e0ff18bb66b06d19542e043e7cbe48060..db1829f050239486e6bc642c96b07911d99abc4f 100644 --- a/landing/lenses/015760.json +++ b/landing/lenses/015760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 9.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 8.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1512,88 +1512,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:622f1782100f", - "target": "015760", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.572 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/015860.json b/landing/lenses/015860.json index 7934b463c566f6acb5321508539dbf5b1a83fa67..c70504e83fe39c3de03101dbe1241e59e0ccc1b2 100644 --- a/landing/lenses/015860.json +++ b/landing/lenses/015860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,17 +982,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1055,13 +1055,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015890.json b/landing/lenses/015890.json index e99ef196703125f7de82610f5bee0d02af885e8d..ccd94ccb060fa1d9603c2ff0a089226f7a8ccc32 100644 --- a/landing/lenses/015890.json +++ b/landing/lenses/015890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016090.json b/landing/lenses/016090.json index 80b25ea6c3fc64adf985f754e8bb95bfb55f065d..6df14169eae2234e58a0b7901ffbe71a2041ad7d 100644 --- a/landing/lenses/016090.json +++ b/landing/lenses/016090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016100.json b/landing/lenses/016100.json index 40cc990d1bd58f4894eda53b4c72841cbf0ace3f..2bd92e7d19a3bf75a4b2422c9c21c0ce5ca36cbf 100644 --- a/landing/lenses/016100.json +++ b/landing/lenses/016100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 66점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 28.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 27.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1389,7 +1389,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1411,7 +1411,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1429,15 +1429,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/016250.json b/landing/lenses/016250.json index efc3cac4942fe055facad40a6aa33eceef82b8f3..0ae31ec670aa7340f4ae5323641f4a8559a02a04 100644 --- a/landing/lenses/016250.json +++ b/landing/lenses/016250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-B", - "summary": "dCR 위험점수 59.43, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 56.40, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-B", - "score": 59.43, + "score": 56.4, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B", - "score": 60.9, + "score": 57.9, "assumptions": { "scenarioStress": "moderate" } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016360.json b/landing/lenses/016360.json index bd76f7e4d0d858f81732899a26de0552eb7f017f..a9a59d19c3b204ad8862e820cacba19dc5ddedc1 100644 --- a/landing/lenses/016360.json +++ b/landing/lenses/016360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1168,7 +1168,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1186,8 +1186,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/016380.json b/landing/lenses/016380.json index ecc795137a2a51e3e519baf93fdf43b67ce7ecc1..f12d8a750997d8fde0064d55ee081af54649356d 100644 --- a/landing/lenses/016380.json +++ b/landing/lenses/016380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,12 +1463,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:15f1f2079e75", + "target": "016380", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/016450.json b/landing/lenses/016450.json index f06524964c8d1c221b7901756c02a7a8f660cabc..8e18ab9b19d17e2f558d4c1484891a9bfcaec9f6 100644 --- a/landing/lenses/016450.json +++ b/landing/lenses/016450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0164H0.json b/landing/lenses/0164H0.json index 2fd38fb9af8345e1725de11099073db32967ca9d..6f2dc438d7e709ed13245a88b3650021653707a1 100644 --- a/landing/lenses/0164H0.json +++ b/landing/lenses/0164H0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/016580.json b/landing/lenses/016580.json index ed9d99644aff3dfcedbca5d3274f5b485ad26716..a7c192692e1ffa291501a530953495b88b5aa9ce 100644 --- a/landing/lenses/016580.json +++ b/landing/lenses/016580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -747,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -766,10 +766,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -793,10 +793,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -807,7 +807,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -815,7 +815,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016590.json b/landing/lenses/016590.json index 99f3335a642a061b567905f8a2115e15d6464626..01ead7b615d4730499e94ff3ae7823f417282fe1 100644 --- a/landing/lenses/016590.json +++ b/landing/lenses/016590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9e1daf57b133", - "target": "016590", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.849 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0165X0.json b/landing/lenses/0165X0.json index 7f8c9c94d920cd2c1430e59f55f932047a5833f3..e8499ca9395abfc021b26356dce3798b8e5219bb 100644 --- a/landing/lenses/0165X0.json +++ b/landing/lenses/0165X0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/016600.json b/landing/lenses/016600.json index c1249b8d50d683b638f277a0e4eb9b479b407635..645fa883d44b693912be817be215bb42b47140dc 100644 --- a/landing/lenses/016600.json +++ b/landing/lenses/016600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -368,13 +368,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -474,14 +474,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -601,10 +601,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -620,8 +620,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -633,8 +633,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -651,10 +651,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -673,7 +673,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -741,10 +741,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -760,10 +760,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -778,10 +778,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -796,10 +796,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -818,7 +818,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -826,7 +826,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -842,7 +842,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016610.json b/landing/lenses/016610.json index fb52c602311367651cf9fe8d0f878fd43cd28c93..5f6d51700d3bb44b87e2bfc17a15ca920f2583bc 100644 --- a/landing/lenses/016610.json +++ b/landing/lenses/016610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -750,7 +750,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -805,8 +805,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016670.json b/landing/lenses/016670.json index aaee91e2e2341dfad2001f1adcbd2b08c534894e..f1b970d7ec4d43562e9374d67bad77c1ee4769e1 100644 --- a/landing/lenses/016670.json +++ b/landing/lenses/016670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,10 +1132,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016710.json b/landing/lenses/016710.json index 2e7ff7ffb5b7c17ee54f3d07333f802798e7589b..40ee2be1b52435ea57a5a80620e50a1fff4ca5e5 100644 --- a/landing/lenses/016710.json +++ b/landing/lenses/016710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,15 +1057,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:eeb9396adee6", - "target": "016710", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.64 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/016740.json b/landing/lenses/016740.json index 3971bd132210a11ba5f296acafeb32ebdefb0354..84d91c80ac5f32a24576fcd9106dd8255ed9f3a8 100644 --- a/landing/lenses/016740.json +++ b/landing/lenses/016740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 13.47, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 11.14, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 13.47, + "grade": "dCR-A+", + "score": 11.14, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 14.17, + "grade": "dCR-A+", + "score": 11.81, "assumptions": { "scenarioStress": "moderate" } @@ -906,10 +906,9 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016790.json b/landing/lenses/016790.json index 161803ae377f75bbaec2ada7694b3d00f433480c..376c747f31b72ff2d6f81bc886e551a0b9f53330 100644 --- a/landing/lenses/016790.json +++ b/landing/lenses/016790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1064,7 +1064,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1218,10 +1218,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016800.json b/landing/lenses/016800.json index 9147096bed58cff10f0594cf4b92509fbc5fe5ae..f2666df988abe6135f17644b86afeb946ab56e1d 100644 --- a/landing/lenses/016800.json +++ b/landing/lenses/016800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016830.json b/landing/lenses/016830.json index cfaf51a0bdb06ed4fe248558c7bfb121d85578d6..7cfdab5321c812bb976ea8fef0f6d7288bc8c6c6 100644 --- a/landing/lenses/016830.json +++ b/landing/lenses/016830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -292,13 +292,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -480,14 +480,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -621,10 +621,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -648,10 +648,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -666,10 +666,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -680,7 +680,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -688,7 +688,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -704,7 +704,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016880.json b/landing/lenses/016880.json index 7742cc3bfeccbf872e6686e215ecd577477c3180..69145fc5a7c6b1f8d9e23980943485c350dfc335 100644 --- a/landing/lenses/016880.json +++ b/landing/lenses/016880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1359,7 +1359,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1381,7 +1381,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1399,8 +1399,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/016920.json b/landing/lenses/016920.json index e2a2c4093f502f4cc267ce31f510f5858fc7151c..3a7eded816f49614600ff90f63698b8a09f799fc 100644 --- a/landing/lenses/016920.json +++ b/landing/lenses/016920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1509,7 +1509,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1531,7 +1531,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1549,8 +1549,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/017000.json b/landing/lenses/017000.json index 9ec0c9af8e95dc5fb0586d127556458763b9d628..ef69bb9bd697599302fb32424405a680cab1a6fa 100644 --- a/landing/lenses/017000.json +++ b/landing/lenses/017000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017040.json b/landing/lenses/017040.json index 050da17c3df428266029c8eb52e23ab350df0c92..d4eb0af2f88881e0016a6830f94debb6a4e904ff 100644 --- a/landing/lenses/017040.json +++ b/landing/lenses/017040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-07", "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-07", "period": "2023", "status": "derived", @@ -1123,7 +1123,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-07", "period": "2023", "status": "observed", @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017180.json b/landing/lenses/017180.json index 09e0a468bbebc1858a0ceabbe12426d5a807e7ae..3402c3145c9ddfd3b800c8b6dc1b24bbd4b39f2d 100644 --- a/landing/lenses/017180.json +++ b/landing/lenses/017180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017250.json b/landing/lenses/017250.json index 638e722a07bbf10e8266b2d6592b8fe4c9c67cf8..1a524db9311fe37209b57cd90290987bbccc2bea 100644 --- a/landing/lenses/017250.json +++ b/landing/lenses/017250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017370.json b/landing/lenses/017370.json index 4628a40747d4645d18218b5d121fc14a78229d0e..1f3dd236d842df4befce4d2672066885c0cf38a1 100644 --- a/landing/lenses/017370.json +++ b/landing/lenses/017370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017390.json b/landing/lenses/017390.json index 20ee24db0f747fbdc7f8293bcab379713f2de7af..0e500f7079a26144b8c987657eb7428d3679f06e 100644 --- a/landing/lenses/017390.json +++ b/landing/lenses/017390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017480.json b/landing/lenses/017480.json index 4d242678ed853b5ad9f607c34ee59fca83abe74b..c4dbba04c92b5997b4212b77e3fd2ed3bdb8e2b5 100644 --- a/landing/lenses/017480.json +++ b/landing/lenses/017480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017510.json b/landing/lenses/017510.json index 382eb47e6115e1e0f04e27bf6ed06e1f28e2f2ab..3700c476da03a64db2baa212458c4f11b2f9c1cb 100644 --- a/landing/lenses/017510.json +++ b/landing/lenses/017510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017550.json b/landing/lenses/017550.json index 1c2000dae358d7d9806103a910b46593ed4f0747..c9eca25328c474c7a478e151d6633375b2e83b32 100644 --- a/landing/lenses/017550.json +++ b/landing/lenses/017550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017650.json b/landing/lenses/017650.json index 6efd11ad62a47444091cd6edc3a96b4c0aead88f..5b3287c4608ebe4dff65b4ef9e4022079c795418 100644 --- a/landing/lenses/017650.json +++ b/landing/lenses/017650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/017670.json b/landing/lenses/017670.json index 38d88240f31851277d8dfc0e08960f062100ab97..c05730fa76ee94c65b26c31db96311532ac8b355 100644 --- a/landing/lenses/017670.json +++ b/landing/lenses/017670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017680.json b/landing/lenses/017680.json index 75e0e9d4380e2afc329e6b6f944d7a78904375ac..85e8376b4b69e227c4a0cab8021406e30b500bde 100644 --- a/landing/lenses/017680.json +++ b/landing/lenses/017680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -551,10 +551,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -569,10 +569,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -591,7 +591,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017800.json b/landing/lenses/017800.json index 0570d5e1de126d93ede30de6cb153069aab592ab..78e396b8ea654f354f0ac9038edfa58b8f2eb066 100644 --- a/landing/lenses/017800.json +++ b/landing/lenses/017800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017810.json b/landing/lenses/017810.json index e81b7c117edd858d66cc875d2de0eeee6dbe03d9..50de6b214f3f6a48cbb49b3109d509a0a03a4207 100644 --- a/landing/lenses/017810.json +++ b/landing/lenses/017810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017860.json b/landing/lenses/017860.json index 887658f92e551c786fcab122e07b518d59acc199..fe2a9a1bff8ac50f01db536f838f6bb41f721a15 100644 --- a/landing/lenses/017860.json +++ b/landing/lenses/017860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,7 +816,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 16.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 15.71%). 최근 주가 하락이 반영된 결과", "D/EBITDA 41.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -960,15 +960,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -993,8 +993,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1039,17 +1039,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1118,7 +1118,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1127,7 +1127,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,10 +1177,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1510,12 +1510,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:23788a92bed7", + "target": "017860", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.55 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/017890.json b/landing/lenses/017890.json index e9970da6d3b0c60880b696ded2645c6712d3b331..73a3c56cd54c93a4edb9e228ebe03e15c35e6655 100644 --- a/landing/lenses/017890.json +++ b/landing/lenses/017890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1183,10 +1183,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1201,10 +1201,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017900.json b/landing/lenses/017900.json index 45e8286d2642f0f90bbb99c45e31a4d9f0bbb431..05f93dfc87b71ab89a2cfbfed7240aa72a73b9a6 100644 --- a/landing/lenses/017900.json +++ b/landing/lenses/017900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1554,12 +1554,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7d2905c1e826", + "target": "017900", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.411 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/017940.json b/landing/lenses/017940.json index b8e9bfd03919bac3dabf62e857172e56937eef2d..3678c52b34bf8ab38cdcab392b723897e066dc75 100644 --- a/landing/lenses/017940.json +++ b/landing/lenses/017940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017960.json b/landing/lenses/017960.json index 6e23d0011229a92675d19796e96c5639e675c5f5..41a786aeeb94cbd516706ec77d1c5d70d18bd44e 100644 --- a/landing/lenses/017960.json +++ b/landing/lenses/017960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -935,7 +935,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1137,10 +1137,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1489,7 +1489,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1511,7 +1511,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1529,15 +1529,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/018000.json b/landing/lenses/018000.json index f6128b76f1f807c1e33c3ad214c05f5c5971ab58..e7f1499ff5a823e86a767522971255823aec9231 100644 --- a/landing/lenses/018000.json +++ b/landing/lenses/018000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 50.54, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 53.92, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 50.54, + "score": 53.92, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 50.99, + "score": 54.34, "assumptions": { "scenarioStress": "moderate" } @@ -912,6 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 10.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1284,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018120.json b/landing/lenses/018120.json index 30d0f1bcc3f27dfc05124282d6cfac78d9d5e41d..7732638027b7435a6302d4fd89ea888dc1b28eaa 100644 --- a/landing/lenses/018120.json +++ b/landing/lenses/018120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1550,88 +1550,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:e2e3c84fcd89", - "target": "018120", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.617 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/018250.json b/landing/lenses/018250.json index 63da60861102ac6f730f37fc56517f39aa1c54af..b9a06457a61d188e02bd1df0dbc322da2d2509d6 100644 --- a/landing/lenses/018250.json +++ b/landing/lenses/018250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018260.json b/landing/lenses/018260.json index 669a18177fe95dc6939f333cde3da781a144c583..3b499ee2f85de590e45480a5786d379e48aeecda 100644 --- a/landing/lenses/018260.json +++ b/landing/lenses/018260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-AA+", - "summary": "dCR 위험점수 4.70, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA", + "summary": "dCR 위험점수 5.70, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA+", - "score": 4.7, + "grade": "dCR-AA", + "score": 5.7, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 5.25, + "score": 6.25, "assumptions": { "scenarioStress": "moderate" } @@ -838,11 +838,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-AA로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -910,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.01, + "pdEstimate": 0.02, "notchAdjustment": null, "divergenceExplanation": [ "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1216,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1253,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1275,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1294,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018290.json b/landing/lenses/018290.json index fada4efa85f2be70784a86b6876fbbb2004c930d..d358b31e13efece41b819352975fe0feddc9db1f 100644 --- a/landing/lenses/018290.json +++ b/landing/lenses/018290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018310.json b/landing/lenses/018310.json index 50f4f97009ffed3847dd80b2d30b028c62c238ed..a1a70190b4e5ee83e5c62b3c5f1c1de393c7318f 100644 --- a/landing/lenses/018310.json +++ b/landing/lenses/018310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,15 +1057,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,12 +1459,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:fbb035bab58b", + "target": "018310", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.286 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/018470.json b/landing/lenses/018470.json index 2c960eedd6ab64436717f5a3508e346e08ec0ce1..87a17d48680e46bf51679abeaed84e4f028ec8f7 100644 --- a/landing/lenses/018470.json +++ b/landing/lenses/018470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-08-20", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1076,7 +1076,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-20", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-20", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-20", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018500.json b/landing/lenses/018500.json index 57493261595eccc46b3def0cb461388d4f9976c7..9115f17df6fe0e5f12e865b04e6edc4b5653e3f6 100644 --- a/landing/lenses/018500.json +++ b/landing/lenses/018500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,10 +1132,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018620.json b/landing/lenses/018620.json index b2b848d742ed8d9789610f9cd3538e23a50a15dd..f99c235b6dba06c11337f9fb8f9e37e6666f5128 100644 --- a/landing/lenses/018620.json +++ b/landing/lenses/018620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,10 +1131,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018670.json b/landing/lenses/018670.json index de2ee2c048609a7138256aa65f939836f8a470e4..fd10017ac012bf932e6ac983ae6aa2e73ec8438b 100644 --- a/landing/lenses/018670.json +++ b/landing/lenses/018670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018680.json b/landing/lenses/018680.json index 91a5502d38850984886202bff38ec1f71eaec985..0a31b0a4f7cad2c36cda82085830e1e604d2f03e 100644 --- a/landing/lenses/018680.json +++ b/landing/lenses/018680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1073,7 +1073,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018700.json b/landing/lenses/018700.json index 1c91ce6f53113f7cc376c292b665d44b4f8254a9..234828023b787522f295751faf112132479b19e8 100644 --- a/landing/lenses/018700.json +++ b/landing/lenses/018700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -107,7 +107,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -139,7 +139,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -160,7 +160,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -192,7 +192,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2018", "status": "derived", @@ -421,13 +421,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -639,14 +639,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -766,10 +766,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -812,7 +812,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -832,8 +832,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -854,8 +854,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -890,7 +890,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -946,10 +946,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -965,10 +965,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -997,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1005,7 +1005,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018880.json b/landing/lenses/018880.json index 3f4947bc0b593b0238c41f49af15880e9ca629e2..163156ae3a09848d91cbc3d07c2a55d2dd18c5e8 100644 --- a/landing/lenses/018880.json +++ b/landing/lenses/018880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1299,10 +1299,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019010.json b/landing/lenses/019010.json index c3bd51097abfa2d684fd8cfe80924b74de46c58f..e970e361c56274d12d4ca4c0bd367d4eebbf5aa0 100644 --- a/landing/lenses/019010.json +++ b/landing/lenses/019010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019170.json b/landing/lenses/019170.json index 57283c39a00cef6e5552d189a06d444a855749aa..9eb18570c7d6a26e407f2b538e962ccd09c23f5b 100644 --- a/landing/lenses/019170.json +++ b/landing/lenses/019170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,7 +897,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.6점 하향 (PD 5.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 5.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019180.json b/landing/lenses/019180.json index 4700c3b98596ba95948605f689ff9387d5e99aed..b7517c2162e54a136885ef602bfc407a96f1cfab 100644 --- a/landing/lenses/019180.json +++ b/landing/lenses/019180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/019210.json b/landing/lenses/019210.json index 7901981755f1800de9e5809d9622011fe40a8fe5..d15077dddef91933561baeb93b2e53ecf390cb0e 100644 --- a/landing/lenses/019210.json +++ b/landing/lenses/019210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -617,14 +617,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -744,10 +744,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -763,10 +763,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -786,7 +786,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -794,7 +794,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019440.json b/landing/lenses/019440.json index 486df7f20b2eebbbb6ca994d60cc0716f103d9ee..159a353f56699ca210e8924ca5fcd8cea5e85d3b 100644 --- a/landing/lenses/019440.json +++ b/landing/lenses/019440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-21", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-21", "period": "2025", "status": "derived", @@ -1133,7 +1133,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-21", "period": "2025", "status": "observed", @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019490.json b/landing/lenses/019490.json index ea767c3761b9708e42124c71eab951a28e6650a9..6b6bf43b8e554dcbe4ede8219e54d1d44f93d184 100644 --- a/landing/lenses/019490.json +++ b/landing/lenses/019490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 256.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 255.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-11-21", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-11-21", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-11-21", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019540.json b/landing/lenses/019540.json index d7b317f16129bc2e48d050cd222e60a9802b17fe..4d73f0b39ee1ab53ed4accce2576eae4f890a3c2 100644 --- a/landing/lenses/019540.json +++ b/landing/lenses/019540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1608,7 +1608,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1630,7 +1630,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1648,8 +1648,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/019550.json b/landing/lenses/019550.json index 7e98293032445dccd83571e6d17182f72ea144b5..6201dee119e0dcae1bb7619db2beae728e56f216 100644 --- a/landing/lenses/019550.json +++ b/landing/lenses/019550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,14 +609,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -736,10 +736,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -788,8 +788,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -808,7 +808,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -876,10 +876,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -918,7 +918,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -926,7 +926,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019570.json b/landing/lenses/019570.json index aaf742cb1a6c3e52a99bddee3e4cc9561021c033..2583de1e3bc36cda38faf278ed4d4729c6e6c384 100644 --- a/landing/lenses/019570.json +++ b/landing/lenses/019570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2021", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -919,7 +919,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -984,7 +984,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1001,7 +1001,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1082,10 +1082,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1105,7 +1105,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019660.json b/landing/lenses/019660.json index a10188793842efbef6ba38da547ddd1af352890b..fdfb212c8acf7315a2e2af0b635123abc3e85894 100644 --- a/landing/lenses/019660.json +++ b/landing/lenses/019660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 14.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 15.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019680.json b/landing/lenses/019680.json index bd349dd7eefb97cd6996b7556d234debdddca60b..5e39f310c38edc9c2c66a12eb4bda5f8dac7745d 100644 --- a/landing/lenses/019680.json +++ b/landing/lenses/019680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 12.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 13.39%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-08-13", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-13", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-13", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-13", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019770.json b/landing/lenses/019770.json index d5b186320caadcc9de0947134cd2d6e926345c19..c1970ce8e88919aa7b9bfe8680164846f14e9a45 100644 --- a/landing/lenses/019770.json +++ b/landing/lenses/019770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019990.json b/landing/lenses/019990.json index 86934682c126e397bfb94cc2563f4b26050ae358..e66a7cec7d03866798ae5b5ea3115917d5eb5d67 100644 --- a/landing/lenses/019990.json +++ b/landing/lenses/019990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d6915bdfe055", + "target": "019990", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/020000.json b/landing/lenses/020000.json index 01801b6412764de1b1e68d62e9f525872ca80721..940988bf1bbde0278740bdfa0a543d5f25e4c9d2 100644 --- a/landing/lenses/020000.json +++ b/landing/lenses/020000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020120.json b/landing/lenses/020120.json index 6d1bc7cb4bf19c5a781d13cec3957da2aa3315d0..d8a816ace356e1b815709a3504f2e118295e6332 100644 --- a/landing/lenses/020120.json +++ b/landing/lenses/020120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020150.json b/landing/lenses/020150.json index a4606f55477187823e877ff2e6d9a6a26a0d04bd..394348f601f170824dc2a9d4e390f5e341d5b194 100644 --- a/landing/lenses/020150.json +++ b/landing/lenses/020150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/020180.json b/landing/lenses/020180.json index 20a7753fb25223f45becb367c4e400a6dafc8c52..693941cf525d3df1de8de5be7f8bd8f81f9c3973 100644 --- a/landing/lenses/020180.json +++ b/landing/lenses/020180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0203K0.json b/landing/lenses/0203K0.json index d21b3f6e88d3d487dcdfd49fb2aae24dfe238725..16c4c8c9f275242d7d472c10c6472f57df13d9b9 100644 --- a/landing/lenses/0203K0.json +++ b/landing/lenses/0203K0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/020400.json b/landing/lenses/020400.json index c99878351b3c20a91dc872e9e3407fc656a024d2..ea65336d794f36be4873ecdcffa85d49a2f4cfba 100644 --- a/landing/lenses/020400.json +++ b/landing/lenses/020400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 76점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 19.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 20.01%). 최근 주가 하락이 반영된 결과", "D/EBITDA 243.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,10 +1231,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1249,10 +1249,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020560.json b/landing/lenses/020560.json index d1a48f14c50f15bdcc3004671b5f8be51d8f29ad..caf9e96fe19ce273a0335df1d47ebdd23c7cbd96 100644 --- a/landing/lenses/020560.json +++ b/landing/lenses/020560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -999,8 +999,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020710.json b/landing/lenses/020710.json index 23373626cf6e133aba19a9c6ab99e88ea42f178f..9c14d756cf2a92331f17f8f5c196f5a3557ae587 100644 --- a/landing/lenses/020710.json +++ b/landing/lenses/020710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020760.json b/landing/lenses/020760.json index d0fea3909fffc31c10b688a352b527add6092b8d..24f873565dea51045fe3caa1cd9626b7fec7b66c 100644 --- a/landing/lenses/020760.json +++ b/landing/lenses/020760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2025-09-11", + "asOf": "2026-09-13", + "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, - "status": "usable", + "status": "partial", "conclusion": { "label": "괴리 판단 보류", "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 65.0, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,13 +1088,6 @@ "score": -0.525, "direction": "negative", "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.0, - "direction": "neutral", - "sourceRef": "price.score" } ], "claims": [ @@ -1105,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,40 +1118,19 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2025-09-11", + "asOf": "2026-09-13", + "dataAsOf": null, "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", "evidenceRefs": [ "quant.fundamental", - "quant.expectation", - "quant.price" + "quant.expectation" ], "falsifierRefs": [ "classificationBreak" ], "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2025-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.0 } ], "evidence": [ @@ -1177,14 +1149,6 @@ "status": "estimated", "observedAt": null, "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2025-09-11", - "detail": "괴리 판정의 price 입력" } ], "assumptions": [ @@ -1200,6 +1164,12 @@ "status": "unsupported", "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", "sourceRef": "dartlab://gather/revenueConsensus" + }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict" } ], "scenarios": [ @@ -1239,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1383,8 +1353,8 @@ } }, "statusCounts": { - "partial": 2, - "usable": 3 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -1450,6 +1420,13 @@ "sourceRef": "dartlab://gather/revenueConsensus", "engine": "quant" }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict", + "engine": "quant" + }, { "id": "macro.edge.hy-risk-premium.companyEvidence", "status": "partial", @@ -1465,8 +1442,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/021040.json b/landing/lenses/021040.json index 6295c49c51f28c52bb35ccf7c5c8355f8d833f41..24566a0d561bec0b0f0d40b0b35280d25c51e33f 100644 --- a/landing/lenses/021040.json +++ b/landing/lenses/021040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 26.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021050.json b/landing/lenses/021050.json index 8f6dfdd4c3f61f77337ea709747a239f8da2bce1..3f927e009868b1703278d7170c0634367cae4c19 100644 --- a/landing/lenses/021050.json +++ b/landing/lenses/021050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1066,19 +1066,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1099,8 +1099,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,17 +1145,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1190,7 +1190,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1218,13 +1218,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1233,7 +1233,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1246,10 +1246,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1265,10 +1265,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,10 +1292,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021080.json b/landing/lenses/021080.json index 03ddfd3d823aee8d07885ca533e8f95e060b3d96..94dcc810f56ef1a266845505e58716488edd7ce5 100644 --- a/landing/lenses/021080.json +++ b/landing/lenses/021080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -935,8 +935,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -955,8 +955,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1085,7 +1085,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1093,7 +1093,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021240.json b/landing/lenses/021240.json index 07bb812733b33a320b2f101f5784eb55bd6f9b29..24cc5a850d3d71105cb4ab1927a2ac86865bf108 100644 --- a/landing/lenses/021240.json +++ b/landing/lenses/021240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021320.json b/landing/lenses/021320.json index 5870cbde847a082579be7bed89ae18deed2bde70..148c16ca685b3668a5d937948f98b3e30a7944ef 100644 --- a/landing/lenses/021320.json +++ b/landing/lenses/021320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -848,14 +848,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -994,8 +994,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1007,8 +1007,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1025,10 +1025,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1038,7 +1038,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021650.json b/landing/lenses/021650.json index 9dcaba915e0288666a7346e59eaea60624fa6663..b62d3b27c441853c3207b9a793e7ab9dc45fcaf1 100644 --- a/landing/lenses/021650.json +++ b/landing/lenses/021650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,14 +622,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -768,10 +768,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -791,7 +791,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021820.json b/landing/lenses/021820.json index 73a606eaacca4f7616a6aff30a1d23fc8c3f430f..ad4a4bb140a7b54e1df03576553010baca7aa33a 100644 --- a/landing/lenses/021820.json +++ b/landing/lenses/021820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -50,10 +50,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -163,7 +163,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -214,7 +214,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -265,7 +265,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -316,7 +316,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021880.json b/landing/lenses/021880.json index 313446f4be715bf841d4f99b5a07906e7c715fc9..4e6d8fd6710820d09b0e9f2f22b5d28c83aabd6b 100644 --- a/landing/lenses/021880.json +++ b/landing/lenses/021880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -136,7 +136,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -156,7 +156,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -384,13 +384,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -490,14 +490,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -617,10 +617,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -636,10 +636,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -659,7 +659,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -667,7 +667,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021960.json b/landing/lenses/021960.json index 0f2e686a926338de1823c4cc91f3933c529afd15..68cb2d0f02b6d0d35824844edf942b7350f1d94f 100644 --- a/landing/lenses/021960.json +++ b/landing/lenses/021960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/022100.json b/landing/lenses/022100.json index a4be2ff8c96b2440ff2edc1b3fb49de6aa3cd858..3e99621b5cf57dbe459286558fd1ad8257921c57 100644 --- a/landing/lenses/022100.json +++ b/landing/lenses/022100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/022220.json b/landing/lenses/022220.json index 286fc9dd8488e9eb5c1eb3b5e90e4084b9086cf0..aabd7777cd556eea668085b893a7d6035d6611f3 100644 --- a/landing/lenses/022220.json +++ b/landing/lenses/022220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,10 +1230,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1248,10 +1248,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023000.json b/landing/lenses/023000.json index 182c136c1e6064db4e6e5795cf2768e96d4a6300..36b85248ba47bffd54092efec46597f074f2bdf3 100644 --- a/landing/lenses/023000.json +++ b/landing/lenses/023000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1065,8 +1065,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1096,10 +1096,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1109,7 +1109,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1118,7 +1118,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,10 +1232,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1250,10 +1250,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023150.json b/landing/lenses/023150.json index b8c7eba043129f052e802bbc8a41dc48d6df866b..a2af835bfee9c78dc7b3e6d9d4a889f7635c5e51 100644 --- a/landing/lenses/023150.json +++ b/landing/lenses/023150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023160.json b/landing/lenses/023160.json index 7d2e57919bd5c2e889a3e1c73e8460cc16713e58..bb3ab85beac89eb86959db4009c261680a8b2671 100644 --- a/landing/lenses/023160.json +++ b/landing/lenses/023160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023350.json b/landing/lenses/023350.json index 013958b7d175e7ca95385f1a9e744e4d512bb7f8..d60b6a9c1dfb631ee7fee4e572eed73327305d4e 100644 --- a/landing/lenses/023350.json +++ b/landing/lenses/023350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023410.json b/landing/lenses/023410.json index 7a059b6429fa7b1bf108f23edf2e22ab8e45daaf..a210b22037b4ff91af5e914e782d914b5ee22785 100644 --- a/landing/lenses/023410.json +++ b/landing/lenses/023410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023440.json b/landing/lenses/023440.json index 9fe41f03c5edda2370543bd4cc672e83f07df624..305d713e9e4522ac0de9f7ed8d173daa6c118fb4 100644 --- a/landing/lenses/023440.json +++ b/landing/lenses/023440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 83점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.31%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023450.json b/landing/lenses/023450.json index c8fbe860e64c86b7352251b2623cb61c328aee9c..a6ce355b2e9c9d30fc214f9f1b14e12133317094 100644 --- a/landing/lenses/023450.json +++ b/landing/lenses/023450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023460.json b/landing/lenses/023460.json index 829192ea35de0f60b450338f6b2f71cfe185ebfe..c960115ecdd71e7c4f16382b94d5b682a55bd04b 100644 --- a/landing/lenses/023460.json +++ b/landing/lenses/023460.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/023530.json b/landing/lenses/023530.json index ff35acce19aa69408cfc673b198481ff8930e41f..3050c39253a2103087ee3a7f96f54683a40c41ea 100644 --- a/landing/lenses/023530.json +++ b/landing/lenses/023530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023590.json b/landing/lenses/023590.json index dfc1dbe45fd1a6fe708bf67b929d45550d16b60e..5ac81881a6df1499d8864640d06e9de6e7f775a4 100644 --- a/landing/lenses/023590.json +++ b/landing/lenses/023590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -949,14 +949,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1076,19 +1076,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1109,8 +1109,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1155,17 +1155,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1200,7 +1200,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1228,13 +1228,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1243,7 +1243,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1256,10 +1256,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1275,10 +1275,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023600.json b/landing/lenses/023600.json index f07e2e0c456876fd6e23d7988ebe6612126539ef..659f57f372d2b1ae003dad0dbe4e3a7d377bef0a 100644 --- a/landing/lenses/023600.json +++ b/landing/lenses/023600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b81fbf225333", - "target": "023600", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/023760.json b/landing/lenses/023760.json index e61f3a327f9e7aff2a63ab640458022f27a2bc6c..31196e4e56ca21565f47c8179ea3aa260c2aba0a 100644 --- a/landing/lenses/023760.json +++ b/landing/lenses/023760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -691,8 +691,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023770.json b/landing/lenses/023770.json index bd1392320c48c53bdbfb484fb0c5adbda88df851..c9279c1cfc9a146ccc521e3bb20642806f9f993a 100644 --- a/landing/lenses/023770.json +++ b/landing/lenses/023770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 23.85, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 26.10, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 23.85, + "score": 26.1, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 24.43, + "score": 26.68, "assumptions": { "scenarioStress": "moderate" } @@ -912,6 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1072,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1085,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1125,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1212,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023790.json b/landing/lenses/023790.json index 9209454cd70a59dcf791317f8e2c70a331e1a4eb..420ff4f6d619ce507c51960119479a111f5ea009 100644 --- a/landing/lenses/023790.json +++ b/landing/lenses/023790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 73점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 105.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 104.30%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023800.json b/landing/lenses/023800.json index c8eae6ea502c703057073a6517bb235a696d4dc2..bb9b4be766fe65e389a73af308cd9d19fcddcd37 100644 --- a/landing/lenses/023800.json +++ b/landing/lenses/023800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:73d275dce8dd", + "target": "023800", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/023810.json b/landing/lenses/023810.json index 349941b87911a001d4d630980f59eac4255829e8..d04f346ad675edaea09f8266bfb8cdc38f14c997 100644 --- a/landing/lenses/023810.json +++ b/landing/lenses/023810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 12.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 12.16%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023900.json b/landing/lenses/023900.json index fc1b8f4dcab8caabdec0ca46c42736be3a12a728..cc9e4b68ac21d88adb504832b2ce778f3b82709f 100644 --- a/landing/lenses/023900.json +++ b/landing/lenses/023900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023910.json b/landing/lenses/023910.json index bb8b633b3a0c9c41e837396be525ce07c3720155..3fc7cdb7c729fcd3d87067b4b1311421c2c01a36 100644 --- a/landing/lenses/023910.json +++ b/landing/lenses/023910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -747,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -766,10 +766,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -789,7 +789,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -797,7 +797,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023960.json b/landing/lenses/023960.json index be3346d47233294a59eb2ffab398dd32e5d2201c..e88ed21401ccdb4425760b1426122c45144074d8 100644 --- a/landing/lenses/023960.json +++ b/landing/lenses/023960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/024060.json b/landing/lenses/024060.json index 04caec5f910c9bbfec80dfd44a9d8d4c11837dd4..120b5a9e61a8deb8799b0b45626a088bf5029c40 100644 --- a/landing/lenses/024060.json +++ b/landing/lenses/024060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 42.56, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 40.31, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 42.56, + "grade": "dCR-BB", + "score": 40.31, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 43.33, + "grade": "dCR-BB", + "score": 41.08, "assumptions": { "scenarioStress": "moderate" } @@ -908,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 2.5, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1098,10 +1098,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1111,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,10 +1234,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1252,10 +1252,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024070.json b/landing/lenses/024070.json index 97486cfdc2965fa419c48b0be2a67928186dd019..7a2e1db23df17112c03f1107348d41d0c50d3307 100644 --- a/landing/lenses/024070.json +++ b/landing/lenses/024070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024090.json b/landing/lenses/024090.json index bf9709c08d9b7a38a009771d38cab419f9e3cfc8..8dd43d6e8f810319a1e9ea3907bb705ddc5dbd80 100644 --- a/landing/lenses/024090.json +++ b/landing/lenses/024090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024110.json b/landing/lenses/024110.json index 0fdba94db92175843ad8de9d5c1a891f7a2e5c94..57bf94b875a7f44959ce0b56059813bc10b89b5d 100644 --- a/landing/lenses/024110.json +++ b/landing/lenses/024110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -703,8 +703,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -756,10 +756,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024120.json b/landing/lenses/024120.json index f323ecab3fc218a917c542c6fc84fdbfc8728ff3..6376d0949ad7b42bde70636a195d6f2585fcf60b 100644 --- a/landing/lenses/024120.json +++ b/landing/lenses/024120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1610,7 +1610,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1632,7 +1632,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1650,8 +1650,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/024720.json b/landing/lenses/024720.json index 39c99d5b51371d996b1b8b02e5bd4c3ff23369f7..13731274fae3c025dabf550b9661c58f4b6a352b 100644 --- a/landing/lenses/024720.json +++ b/landing/lenses/024720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024740.json b/landing/lenses/024740.json index 3d8570cebc4bac7e5c8afbc2097381394519f9c3..0b214cf799af5aae69ffa43cadfb4115f1495a44 100644 --- a/landing/lenses/024740.json +++ b/landing/lenses/024740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024800.json b/landing/lenses/024800.json index f5c5a25a0cae416dd6a80836ab99191e4dcfcd0f..41b86ce5beb8c25afdc3212141bb8147a07a615a 100644 --- a/landing/lenses/024800.json +++ b/landing/lenses/024800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024810.json b/landing/lenses/024810.json index da5a5ebdce589761f0ffa6ad2cd62fde99605d0c..a2818a946194c12bacb330fea3380f3aac286bf7 100644 --- a/landing/lenses/024810.json +++ b/landing/lenses/024810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,82 +521,24 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2025-09-09", + "asOf": "2026-09-13", + "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, - "status": "partial", + "status": "blocked", "conclusion": { "label": "괴리 판단 보류", "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "low", - "score": 34.7, + "level": "blocked", + "score": 8.0, "method": "threeBlockCoverageAndSignalClarity" }, - "drivers": [ - { - "id": "price", - "label": "가격 반응", - "score": 0.0, - "direction": "neutral", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2025-09-09", - "period": null, - "status": "derived", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2025-09-09", - "period": null, - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.0 - } - ], - "evidence": [ - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2025-09-09", - "detail": "괴리 판정의 price 입력" - } - ], + "drivers": [], + "claims": [], + "evidence": [], "assumptions": [ { "id": "expectationMethod", @@ -622,6 +564,12 @@ "status": "unsupported", "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", "sourceRef": "dartlab://gather/revenueConsensus" + }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict" } ], "scenarios": [ @@ -661,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -680,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -952,8 +900,8 @@ } }, "statusCounts": { - "partial": 3, - "blocked": 2 + "partial": 2, + "blocked": 3 }, "gaps": [ { @@ -1096,6 +1044,13 @@ "sourceRef": "dartlab://gather/revenueConsensus", "engine": "quant" }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict", + "engine": "quant" + }, { "id": "macro.company.sectorKey", "status": "missing", diff --git a/landing/lenses/024830.json b/landing/lenses/024830.json index 5388873ba61fe8b5ac599618f62d33adea73513e..350dcc2098d559747a99e4c9879b0b78f5ff0fcd 100644 --- a/landing/lenses/024830.json +++ b/landing/lenses/024830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1155,10 +1155,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1173,10 +1173,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024840.json b/landing/lenses/024840.json index 35e418c102aae3e7727ae502f79cdb3923175225..1ae6e71fbdd6e2539a3a1cfd24607edba56e8c64 100644 --- a/landing/lenses/024840.json +++ b/landing/lenses/024840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024850.json b/landing/lenses/024850.json index a93ecc848c105337c20caa4a0f65bdb2a08127f0..47f8005d892915d1847f1f71b5deaf653f16ded7 100644 --- a/landing/lenses/024850.json +++ b/landing/lenses/024850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,10 +1205,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1491,7 +1491,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1513,7 +1513,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1531,8 +1531,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/024880.json b/landing/lenses/024880.json index 1a0eeecd0162a0a46913031019545db3404853dd..5cb47df96bb4ae0422fcb888882b64485d3c0521 100644 --- a/landing/lenses/024880.json +++ b/landing/lenses/024880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 7.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 7.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024890.json b/landing/lenses/024890.json index cbf1df007034e7f7773525c234eec4bcbbba57c5..667a251c6ec6714f016a2ea21135ddf689f55e7c 100644 --- a/landing/lenses/024890.json +++ b/landing/lenses/024890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 24.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 25.00%). 최근 주가 하락이 반영된 결과", "D/EBITDA 77.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024900.json b/landing/lenses/024900.json index 567cfc7e591d718da2f8073f9ddf6f858c72258b..cd9501106fbad0d8c2c8416a5e13467f4c81864e 100644 --- a/landing/lenses/024900.json +++ b/landing/lenses/024900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 7.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 7.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024910.json b/landing/lenses/024910.json index db7138d2f97525be5b38096590ff200a304733fb..b8ada48a610a65b7bd4a19745336bc01fd763f48 100644 --- a/landing/lenses/024910.json +++ b/landing/lenses/024910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1222,7 +1222,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,88 +1466,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:afc18a2f5999", - "target": "024910", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.444 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/024940.json b/landing/lenses/024940.json index eb266b4073d7333701e355bbc7c8aa140d61eab9..e5ef1d39d106ccf7db277026805258b3264d5db1 100644 --- a/landing/lenses/024940.json +++ b/landing/lenses/024940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024950.json b/landing/lenses/024950.json index de45d5cbbcb0c65f8db2352be9590cd3e16af143..220bf4bc75e00f43ec3401569582cad19900af1b 100644 --- a/landing/lenses/024950.json +++ b/landing/lenses/024950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025000.json b/landing/lenses/025000.json index 7515180d18526725c97cd66c3e299016b81abcec..27edca38f4b735466217313c60eca97576049e11 100644 --- a/landing/lenses/025000.json +++ b/landing/lenses/025000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025320.json b/landing/lenses/025320.json index f2157a643702c0bd4e3cfe7c59379142c07ce264..61f9e0403a7cc2c2ced0241da05e7d4dfd5f7604 100644 --- a/landing/lenses/025320.json +++ b/landing/lenses/025320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025440.json b/landing/lenses/025440.json index b6736607a677924c56b3ffde07c341f7ab8fcbb1..0191c0deaa751d77a3dd8ff470944bc8c11c4e87 100644 --- a/landing/lenses/025440.json +++ b/landing/lenses/025440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1263,10 +1263,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025530.json b/landing/lenses/025530.json index 8faf616b651d05a765800ec2788f195341850e3d..2bd4df186898f55f996614c3294cee72f9ef863f 100644 --- a/landing/lenses/025530.json +++ b/landing/lenses/025530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,10 +1130,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025540.json b/landing/lenses/025540.json index f79c7f8ee9d748552d92ac50a3b8f981a54fe95a..ac7ae8fe34f3e129f361778dc38404aa30ee129e 100644 --- a/landing/lenses/025540.json +++ b/landing/lenses/025540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -747,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -766,10 +766,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -789,7 +789,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -797,7 +797,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025550.json b/landing/lenses/025550.json index e71e178c2adaeefce0a704b454c6b5930cbe2095..2f7b72e8fabb3aa320d3578855a8b36e7a1a715d 100644 --- a/landing/lenses/025550.json +++ b/landing/lenses/025550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025560.json b/landing/lenses/025560.json index f42cce71c560b169545f1d26f9080ca8187ee25a..6114151b5b037b659ef511064ea68170305cd8b8 100644 --- a/landing/lenses/025560.json +++ b/landing/lenses/025560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025620.json b/landing/lenses/025620.json index e0b659a792e9b3b8dabb01394f187c316373480d..785efb422cbf6461675ec00c9731b7d248e27001 100644 --- a/landing/lenses/025620.json +++ b/landing/lenses/025620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1470,7 +1470,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1492,7 +1492,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1510,8 +1510,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/025750.json b/landing/lenses/025750.json index 91ff3357c828d1404ad72c4d847ebfffebb196da..3389ac00e81a52057983e086c15c713690ddb82c 100644 --- a/landing/lenses/025750.json +++ b/landing/lenses/025750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.97%). 최근 주가 하락이 반영된 결과", "D/EBITDA 34.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ab30bdb3b623", - "target": "025750", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/025770.json b/landing/lenses/025770.json index 8f8a25ddc6f7e9bda7739da83539d0434393e886..9a1113c2d4ffd9f06c804114b5e2aae8c3368409 100644 --- a/landing/lenses/025770.json +++ b/landing/lenses/025770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025820.json b/landing/lenses/025820.json index be690ebeb9fbbd28c5cf99d5f9d8732069e85da8..67cefac3e9e91d3e8133035002a43528e8af1ab6 100644 --- a/landing/lenses/025820.json +++ b/landing/lenses/025820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025860.json b/landing/lenses/025860.json index d457042481d62bc2fa7b4a6fac38e517c63caa82..7582e82e38eb0cbdbb6690117d999b1204a13fb7 100644 --- a/landing/lenses/025860.json +++ b/landing/lenses/025860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025870.json b/landing/lenses/025870.json index 2058bce127459381c15b07a7a840d0efdbdc70e4..17c19b6118611d0be54c16a410d1697381e78eeb 100644 --- a/landing/lenses/025870.json +++ b/landing/lenses/025870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 55.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 68.50%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025880.json b/landing/lenses/025880.json index 7b10c56332bfe0bf0cfc261074da83c504bfe48d..b0b535cc90aaf4f21dd63b47805708ce0971a84a 100644 --- a/landing/lenses/025880.json +++ b/landing/lenses/025880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1559,7 +1559,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1581,7 +1581,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1599,8 +1599,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/025890.json b/landing/lenses/025890.json index aa000647505a331ec25347ca0ad36edd617dc312..3e015cd9197d730648a53f8152b97c18f1056ae0 100644 --- a/landing/lenses/025890.json +++ b/landing/lenses/025890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1037,10 +1037,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,10 +1173,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025900.json b/landing/lenses/025900.json index 3f23a05d2b7728ecd4e265ef4312fc5bec845533..83a48b693e9098ccdc26f1c799f224471815c3bd 100644 --- a/landing/lenses/025900.json +++ b/landing/lenses/025900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1155,8 +1155,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1191,7 +1191,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1247,10 +1247,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1266,10 +1266,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025950.json b/landing/lenses/025950.json index 8cf525846a2942e6581a7b18ce7e53143e86abd5..bf1cd6e51c7097fa8c7ac91a6ed6a2490aff760c 100644 --- a/landing/lenses/025950.json +++ b/landing/lenses/025950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025980.json b/landing/lenses/025980.json index 1150e5aed93898698bba3df831a11284edbe8c96..1ffc9b10b6949098c7039a48808513b254cf816b 100644 --- a/landing/lenses/025980.json +++ b/landing/lenses/025980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 13.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 14.11%). 최근 주가 하락이 반영된 결과", "D/EBITDA 73.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026040.json b/landing/lenses/026040.json index d1f388786f979f189b473b21c2d633b94b3d1db3..bf11cf30637a9837665c5fe414fbb41aaa9160c5 100644 --- a/landing/lenses/026040.json +++ b/landing/lenses/026040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1068,8 +1068,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1099,10 +1099,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,10 +1235,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1253,10 +1253,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026150.json b/landing/lenses/026150.json index 5cc3dd52550a5b7aee50f7ce9b1928687d5fc0e9..d5b6cb06f4562249a2a6dcfe14b75b6ad52eca16 100644 --- a/landing/lenses/026150.json +++ b/landing/lenses/026150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 34점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 7.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 7.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026890.json b/landing/lenses/026890.json index d6b854b007de64d1e5bed83ad0d0a9a7033cee1a..7314aaedc3e71450ba85aa82485f8bcecd0b6584 100644 --- a/landing/lenses/026890.json +++ b/landing/lenses/026890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,10 +989,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,10 +1120,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1138,10 +1138,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026910.json b/landing/lenses/026910.json index 5317d4c445bf643932a8822916c1923d21aea6d9..810801e4366b052eec33983e45d03b432bfc4063 100644 --- a/landing/lenses/026910.json +++ b/landing/lenses/026910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 48.92, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 45.23, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 48.92, + "grade": "dCR-BB-", + "score": 45.23, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 49.7, + "grade": "dCR-BB-", + "score": 46.05, "assumptions": { "scenarioStress": "moderate" } @@ -905,12 +905,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 4.0, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 10.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026940.json b/landing/lenses/026940.json index 5ce8fbc84cca05735d2d0ffc709a67466a5c0692..10b7c1dca94291c7c088349d3c11b6764b1fd896 100644 --- a/landing/lenses/026940.json +++ b/landing/lenses/026940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,10 +1113,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026960.json b/landing/lenses/026960.json index 3a6ab5c34d48d1e3f9950c2413a22690fcf20d2c..09f6ed45244918b29a43c3773838db0e3badc0ca 100644 --- a/landing/lenses/026960.json +++ b/landing/lenses/026960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027040.json b/landing/lenses/027040.json index 1d64f456d6da18f66d8c2a30bf25574e5939855b..bcf7dfa17bb70c06c04bcc95ca666c5653bf817b 100644 --- a/landing/lenses/027040.json +++ b/landing/lenses/027040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1085,7 +1085,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027050.json b/landing/lenses/027050.json index 5589b3f36623172b420d184393192693c2113316..5e91cb27eb75f5da195d3434f3e0895f6e1ffbcf 100644 --- a/landing/lenses/027050.json +++ b/landing/lenses/027050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027360.json b/landing/lenses/027360.json index 34673c785903a3493642694138ec9d1d587f3202..c092507e3b4e9477b7461ad873dcb9423d8f83fe 100644 --- a/landing/lenses/027360.json +++ b/landing/lenses/027360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -690,8 +690,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027410.json b/landing/lenses/027410.json index f5f842e7c76b10440aba5f73b276477cb3500b4c..896262eac49731ad8f22be37f96478cbff942df5 100644 --- a/landing/lenses/027410.json +++ b/landing/lenses/027410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027580.json b/landing/lenses/027580.json index 92e514244dbf09ff0a04f13d502a29d322b2ea6e..de14c38a4ee779637293e81e05ed98fd8a0ee87e 100644 --- a/landing/lenses/027580.json +++ b/landing/lenses/027580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,14 +619,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -746,10 +746,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -765,10 +765,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -788,7 +788,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -796,7 +796,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027710.json b/landing/lenses/027710.json index 53df0f0e69a2381c47a9591fc6864796c9efd2c2..440b1cae0891636b47c11631f75dc1e6f35323af 100644 --- a/landing/lenses/027710.json +++ b/landing/lenses/027710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027740.json b/landing/lenses/027740.json index 539e995abb7ed771adc98ec14366afe3d8fc11d4..ff38f42ea76a8122f74ab61f3264f8db39846cf9 100644 --- a/landing/lenses/027740.json +++ b/landing/lenses/027740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 44.15, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 46.08, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 44.15, + "score": 46.08, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 44.95, + "score": 46.76, "assumptions": { "scenarioStress": "moderate" } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027830.json b/landing/lenses/027830.json index 1e6df65bd0ac371a06af2ae186822ded910654be..d0aee170e87bb573b10516b3837fff703823f7e4 100644 --- a/landing/lenses/027830.json +++ b/landing/lenses/027830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -397,13 +397,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -522,14 +522,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -649,10 +649,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -681,8 +681,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -701,8 +701,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -721,7 +721,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -789,10 +789,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -808,10 +808,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -839,7 +839,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027970.json b/landing/lenses/027970.json index a6f7a43ced7bb429d0b5ae2c9bb0fe80eb304569..f2217d1f246216455f3265d02c563aa3c81fa8bc 100644 --- a/landing/lenses/027970.json +++ b/landing/lenses/027970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028050.json b/landing/lenses/028050.json index 06351fa5c1b615dad2921335280ca927d9672fce..670c5fb29b20b85979499345d937e6f56a6f55f1 100644 --- a/landing/lenses/028050.json +++ b/landing/lenses/028050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028080.json b/landing/lenses/028080.json index fd939f6aa156fb92502ea29448cc5214c013be11..b7a630ff6dab42c8572f47841482c5cdb95e9852 100644 --- a/landing/lenses/028080.json +++ b/landing/lenses/028080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 18.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 18.33%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028100.json b/landing/lenses/028100.json index 30ee5416f04cd7023a6f31af8af29c5ff6f6a8fa..9c7a3116fa4f4dd5a7e3175c0d502d3a642fb282 100644 --- a/landing/lenses/028100.json +++ b/landing/lenses/028100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028260.json b/landing/lenses/028260.json index 5cd539028d0ebf5fc850de32877622df3c17b746..67ce842b0652f968a44c3736c50bf18e35acf0df 100644 --- a/landing/lenses/028260.json +++ b/landing/lenses/028260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/028300.json b/landing/lenses/028300.json index cafa561f61fcc44fef885f6b7af90f8c1dea19bb..512c60a61522702aa389e1c51cd42a8365b9aae4 100644 --- a/landing/lenses/028300.json +++ b/landing/lenses/028300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 61.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 69.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028670.json b/landing/lenses/028670.json index 9b4e5af885e99ee143d7e73666c414cbd29247a3..e057aa52ccd7d439834a34b32c41ed9a4cc9fb44 100644 --- a/landing/lenses/028670.json +++ b/landing/lenses/028670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029460.json b/landing/lenses/029460.json index d0c70d293edd00cff09ee0a04893a5771a551bbf..16da5c6b4a89f56b3d36727fd290f2fe328f882c 100644 --- a/landing/lenses/029460.json +++ b/landing/lenses/029460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029480.json b/landing/lenses/029480.json index 95e2671a5bf190faa48448cc0278a88c853272a6..93692a4e17a5467b83c7c6cfe8521eb73d11d34d 100644 --- a/landing/lenses/029480.json +++ b/landing/lenses/029480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029530.json b/landing/lenses/029530.json index e6e4ceee918e64c1ad0c3ec5f5af663685251aaa..70b59ff68a30d000e3ba7047f2fe840c7661652f 100644 --- a/landing/lenses/029530.json +++ b/landing/lenses/029530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029780.json b/landing/lenses/029780.json index 7c087c40bd4c8146e880a3e70fa7a53565ab32e6..a169a8c90b62f5165ab7a54c9aa5307574347aec 100644 --- a/landing/lenses/029780.json +++ b/landing/lenses/029780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -690,8 +690,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029960.json b/landing/lenses/029960.json index 5d006073aeef50ec7816337920e3c54ccbea059e..381384e5cf527bfc1eb807222e354473790af9d7 100644 --- a/landing/lenses/029960.json +++ b/landing/lenses/029960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -167,7 +167,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -220,7 +220,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -273,7 +273,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -326,7 +326,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1123,10 +1123,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1142,10 +1142,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,10 +1169,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1187,10 +1187,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030000.json b/landing/lenses/030000.json index 59b32597816b874ce3b065fa86c75cdd49f3f3be..4caecb387cfbd28c77d5796cb439d937e8e5f06d 100644 --- a/landing/lenses/030000.json +++ b/landing/lenses/030000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1450,88 +1450,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1a1b9b19efe6", - "target": "030000", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.553 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/030190.json b/landing/lenses/030190.json index d55d4f172b39df3bedbb64e97adfe274a08a0ee8..6d91c10d5341f89c1a688f399d3285a224e53f21 100644 --- a/landing/lenses/030190.json +++ b/landing/lenses/030190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030200.json b/landing/lenses/030200.json index 9830b82ef0ec2e0dcff13f982774226c1065e205..ab5215661bcdca7894ff3d120ada339a525713d8 100644 --- a/landing/lenses/030200.json +++ b/landing/lenses/030200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.93%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9420a035ba20", + "target": "030200", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/030210.json b/landing/lenses/030210.json index 9cf0dcc14d081b952223df8e1038e31d9a786125..1c4927ac056870a306a8710ccc5b37702da0e4ee 100644 --- a/landing/lenses/030210.json +++ b/landing/lenses/030210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -145,7 +145,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -423,13 +423,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -529,14 +529,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -656,10 +656,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -702,7 +702,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -722,8 +722,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -744,8 +744,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -755,7 +755,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -780,7 +780,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -836,10 +836,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -855,10 +855,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -878,7 +878,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -886,7 +886,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030350.json b/landing/lenses/030350.json index def40f98c2b9006759075fe98c4c818ea249aa23..322e64edb4920302d820b27a4aaab7651e5b0ef2 100644 --- a/landing/lenses/030350.json +++ b/landing/lenses/030350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030520.json b/landing/lenses/030520.json index 56e14fc1a616ed844e3a84964b739ee429b8be8c..2fe59d1b423b36291b6a780a6f9a6bbc09a4c429 100644 --- a/landing/lenses/030520.json +++ b/landing/lenses/030520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030530.json b/landing/lenses/030530.json index 3acfd64ceb9eaa97a2a64e8c502ab904f4aaf606..71f2101ffb64551138b27e8e2522b0c749afd0b3 100644 --- a/landing/lenses/030530.json +++ b/landing/lenses/030530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1520,7 +1520,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1542,7 +1542,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1560,15 +1560,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/030610.json b/landing/lenses/030610.json index 1312b14c22fb443e109a1426b21ea531a8681523..2b863e14dd1f305069f0709a64481444345de54d 100644 --- a/landing/lenses/030610.json +++ b/landing/lenses/030610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -671,19 +671,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -704,8 +704,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -750,17 +750,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -823,13 +823,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -838,7 +838,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030720.json b/landing/lenses/030720.json index 4858f583603d8efd90b33e60a4afb3e011ede6e2..b96c245530e8f75a9e83f52a23fcc4efd275339e 100644 --- a/landing/lenses/030720.json +++ b/landing/lenses/030720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -617,14 +617,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -744,10 +744,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -763,10 +763,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -786,7 +786,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -794,7 +794,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030960.json b/landing/lenses/030960.json index 78403f63af472befeb39759b29f75ec3e6faa26b..7c5586fead4b95bb5b50af623beb897fc83a49be 100644 --- a/landing/lenses/030960.json +++ b/landing/lenses/030960.json @@ -20,40 +20,40 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, - "period": "2025", - "knowledgeBoundary": "2026-09-06" + "period": "2026", + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -107,12 +107,12 @@ { "id": "debtRatio", "label": "부채비율", - "value": 14.91, + "value": 13.92, "unit": "%", "direction": "positive", "scoreContribution": 1, "sourceRef": "resilience.leverageTrend", - "period": "2025" + "period": "2026" }, { "id": "interestCoverage", @@ -133,37 +133,37 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -184,39 +184,39 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, - "period": "2025", + "period": "2026", "status": "derived", "sourceRef": "dartlab://analysis/030960/representative.blocks.earnings.growthTrend", "evidenceRefs": [ @@ -235,37 +235,37 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -286,39 +286,39 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, - "period": "2025", + "period": "2026", "status": "derived", "sourceRef": "dartlab://analysis/030960/representative.blocks.earnings.growthTrend", "evidenceRefs": [ @@ -561,12 +561,12 @@ { "id": "debtRatio", "label": "부채비율", - "value": 14.91, + "value": 13.92, "unit": "%", "direction": "positive", "scoreContribution": 1, "sourceRef": "resilience.leverageTrend", - "period": "2025" + "period": "2026" }, { "id": "interestCoverage", @@ -601,18 +601,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 21.66, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 19.25, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -797,14 +797,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 21.66, + "score": 19.25, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 21.67, + "score": 19.25, "assumptions": { "scenarioStress": "moderate" } @@ -830,6 +830,12 @@ "narratives" ], "gradeHistory": [ + { + "period": "2026", + "score": 0.47, + "grade": "AAA", + "pdEstimate": 0.0 + }, { "period": "2025", "score": 0.49, @@ -871,12 +877,6 @@ "score": 9.62, "grade": "AA-", "pdEstimate": 0.03 - }, - { - "period": "2018", - "score": 7.92, - "grade": "AA", - "pdEstimate": 0.02 } ], "coverage": { @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1027,10 +1027,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1046,8 +1046,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1077,10 +1077,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1099,7 +1099,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1167,10 +1167,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1186,10 +1186,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,10 +1213,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1231,10 +1231,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031210.json b/landing/lenses/031210.json index 7c2e0abe697e59a4969b54a8cc1a9dcc42444547..01fd3de38cdefb23b3dc6903154b6f48114e3d7f 100644 --- a/landing/lenses/031210.json +++ b/landing/lenses/031210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031310.json b/landing/lenses/031310.json index 2835251dec78e21fe60e088dc4a4a9eeaf62a510..8c9eab08ce10575c9cc29513fd38747875e35c62 100644 --- a/landing/lenses/031310.json +++ b/landing/lenses/031310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 9.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 9.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031330.json b/landing/lenses/031330.json index 067624c627c20ad921f94a73239bdcc8a81ceadc..8b52adbfa813df8a9ffd9d7dabe96138e594d988 100644 --- a/landing/lenses/031330.json +++ b/landing/lenses/031330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 28.30, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 30.30, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 28.3, + "score": 30.3, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 29.88, + "score": 31.88, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5263f716d858", - "target": "031330", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/031430.json b/landing/lenses/031430.json index d9ecb71ce418c97cd6d14b894c28da91af3463dc..e82e6b89dfe51e6958762a8794c5eb05a528f30b 100644 --- a/landing/lenses/031430.json +++ b/landing/lenses/031430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,17 +1142,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1221,7 +1221,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1230,7 +1230,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031440.json b/landing/lenses/031440.json index 733b0f2b125023f810d8515e70e3923509fa4a23..2dcc8e71e3ec9b6597acd7bbfafd24d5f3a1ce6f 100644 --- a/landing/lenses/031440.json +++ b/landing/lenses/031440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-20", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-20", "period": "2025", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-20", "period": "2025", "status": "observed", @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1512,7 +1512,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1534,7 +1534,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1552,7 +1552,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-20", "period": "2025", "status": "observed", diff --git a/landing/lenses/031510.json b/landing/lenses/031510.json index 6c32ecd2115926034f2e5cf9d8d1f1d13fe77447..fc8086475a396aba2b005a893cdd374be139bbef 100644 --- a/landing/lenses/031510.json +++ b/landing/lenses/031510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031820.json b/landing/lenses/031820.json index e65ecce126960e14a6b2963608bf62275a58734b..3883f0bb4f4aa0ab6df9bbceac048bed95c4903d 100644 --- a/landing/lenses/031820.json +++ b/landing/lenses/031820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031860.json b/landing/lenses/031860.json index 9a0b0e40a80117bb6ad58d2618160c5c99b3bdf5..b1f139b4b3408f433cf5ed3a35f915bd60daa530 100644 --- a/landing/lenses/031860.json +++ b/landing/lenses/031860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,7 +842,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.1점 하향 (PD 28.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.1점 하향 (PD 22.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-13", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-13", "period": "2025", "status": "derived", @@ -1072,7 +1072,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-13", "period": "2025", "status": "observed", @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031980.json b/landing/lenses/031980.json index ed6aefeea9da2201ad85a134810cbdd8120a889e..5fbadc21b698495491455176ec1d80fefeea0f72 100644 --- a/landing/lenses/031980.json +++ b/landing/lenses/031980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031990.json b/landing/lenses/031990.json index 665e098f72733b74fe995c8fe0efd61d07ee3e5f..6ab6ab734b59f4a1d0f412581d2d061d41e280bd 100644 --- a/landing/lenses/031990.json +++ b/landing/lenses/031990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1028,10 +1028,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1046,10 +1046,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1060,7 +1060,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1068,7 +1068,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1084,7 +1084,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032040.json b/landing/lenses/032040.json index 333d22cba43732dc637f4d2e747f14ae5b97d169..5365342f4e38ac23cfd1880bf72f12030983e421 100644 --- a/landing/lenses/032040.json +++ b/landing/lenses/032040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032080.json b/landing/lenses/032080.json index 920b4dae996034358970b8817d285b6077044342..43f5af1596452323a7a9ecdab79acd23e9a0efbc 100644 --- a/landing/lenses/032080.json +++ b/landing/lenses/032080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032190.json b/landing/lenses/032190.json index 39b2b1549ffb158581a401155f7cf9712e2dc7d4..6c875fc64df3435a44eac9e14e55a65e9695f2e9 100644 --- a/landing/lenses/032190.json +++ b/landing/lenses/032190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -944,14 +944,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1154,8 +1154,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1190,7 +1190,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1246,10 +1246,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1265,10 +1265,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,10 +1292,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1310,10 +1310,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1364,7 +1364,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032280.json b/landing/lenses/032280.json index a6f3fd9fe4cab6365441a1d31af6fd5aea9f253d..6fad31230883fe318de6461c5fcb842251d6ac47 100644 --- a/landing/lenses/032280.json +++ b/landing/lenses/032280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032300.json b/landing/lenses/032300.json index 18d0de76290ecf5cc53c8917b0d280496e5dc5d3..835835f73b0f3999ed8f8ce14803672b441d9620 100644 --- a/landing/lenses/032300.json +++ b/landing/lenses/032300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1019,8 +1019,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1050,10 +1050,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032350.json b/landing/lenses/032350.json index eff4644aaeee168b82a92064378769860646bf67..f5efe2a728f6322fe95a89367657b5a17a87a299 100644 --- a/landing/lenses/032350.json +++ b/landing/lenses/032350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 11.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 13.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032500.json b/landing/lenses/032500.json index 8830868444852500fe718ea37f9f54f395b7b37a..d868120c1fa55a21b612a6754eb51d1bf5790a18 100644 --- a/landing/lenses/032500.json +++ b/landing/lenses/032500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ebb9abd3ffd5", - "target": "032500", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.377 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/032540.json b/landing/lenses/032540.json index ed76f8fda7a0bb78c521587337f429c5cc9d28a9..3ffd3200eef9d1344963c286cbc8e93112a69b1e 100644 --- a/landing/lenses/032540.json +++ b/landing/lenses/032540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 30점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032560.json b/landing/lenses/032560.json index 7756ae0c7711ec6c0a3cff013cc6000074bcb1c5..1204db218b21507f5e8efda44e0944529b9a635e 100644 --- a/landing/lenses/032560.json +++ b/landing/lenses/032560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 11.94, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 14.32, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 11.94, + "grade": "dCR-A", + "score": 14.32, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 12.93, + "grade": "dCR-A", + "score": 15.36, "assumptions": { "scenarioStress": "moderate" } @@ -905,9 +905,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -922,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1217,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ef7774e0dba5", - "target": "032560", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.681 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/032580.json b/landing/lenses/032580.json index 89ec8f90a00bed5053f7af6736201f028da9438d..c4a9a8461501bff46be59d5d88da0a52fb943905 100644 --- a/landing/lenses/032580.json +++ b/landing/lenses/032580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,10 +1117,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,10 +1253,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032620.json b/landing/lenses/032620.json index 9eb87c05b23e60380300a84bdee4bbb107a96974..8362f4efaac79bce7ad8d1fd4fa43be055270495 100644 --- a/landing/lenses/032620.json +++ b/landing/lenses/032620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032640.json b/landing/lenses/032640.json index 712561acf4f0db77d7c38f3fe950fb7077717dee..fcac71a70ccfad716b3b468cd5c1aa5a564a1ae6 100644 --- a/landing/lenses/032640.json +++ b/landing/lenses/032640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032680.json b/landing/lenses/032680.json index 534697620d1cdfbce91b70b71f0986917bd5aa3b..f28bbe0cd68ebee5d14bc87ab0f0ac0b81bb4f34 100644 --- a/landing/lenses/032680.json +++ b/landing/lenses/032680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,14 +622,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -768,10 +768,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -791,7 +791,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032710.json b/landing/lenses/032710.json index 32c72c333e055ab68729800e95fd8ad148fdda3f..4e97fee688711cac8ac0ea40f2207888a061106c 100644 --- a/landing/lenses/032710.json +++ b/landing/lenses/032710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032750.json b/landing/lenses/032750.json index b48b53825a5ca48e2f49246fa4ff8458e77a987f..0888f8a0718bc76f7f6e95d8101ba49c53d6f1d4 100644 --- a/landing/lenses/032750.json +++ b/landing/lenses/032750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 3.32, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 4.32, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 3.32, + "score": 4.32, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA+", - "score": 3.33, + "score": 4.33, "assumptions": { "scenarioStress": "moderate" } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032790.json b/landing/lenses/032790.json index 26ecd377d4c006b640414fa575d2864e50aa843b..591bae82f4d7cdeb6ea2a569fdd3aeb24f9697d1 100644 --- a/landing/lenses/032790.json +++ b/landing/lenses/032790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 44.47, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 43.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,14 +827,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 44.47, + "score": 43.58, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 45.34, + "score": 44.27, "assumptions": { "scenarioStress": "moderate" } @@ -922,7 +922,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 27.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1474,7 +1474,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1496,7 +1496,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1514,8 +1514,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/032800.json b/landing/lenses/032800.json index aa34348dc38b7efa77c2d026c6091675c9dd3829..1059a818a163553acd8d79e21ad0f03982ccd552 100644 --- a/landing/lenses/032800.json +++ b/landing/lenses/032800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032820.json b/landing/lenses/032820.json index a9c6c174e2666f174cf5c751cf646906f8945b5d..16df339880e3db46c0cb0248ca85047f2d5798dd 100644 --- a/landing/lenses/032820.json +++ b/landing/lenses/032820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:663dbc0d7f19", + "target": "032820", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/032830.json b/landing/lenses/032830.json index 40acaf3558f8f5ca64ece97396baa94660c05a8f..dec975d8c9cf62902dbb3104df75c132cb8f69d8 100644 --- a/landing/lenses/032830.json +++ b/landing/lenses/032830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -436,13 +436,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -542,14 +542,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -669,19 +669,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -702,8 +702,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -715,7 +715,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -735,8 +735,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -748,17 +748,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -768,7 +768,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -793,7 +793,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -827,7 +827,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -836,7 +836,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -849,10 +849,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -868,10 +868,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -891,7 +891,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1137,88 +1137,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:815e85092d6d", - "target": "032830", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.958 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/032850.json b/landing/lenses/032850.json index 8a8eb53a95d6cc54283bee02205b12206aaa432b..c6cb8d3f3904d44cd868dab04d1db410f9c10b50 100644 --- a/landing/lenses/032850.json +++ b/landing/lenses/032850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032860.json b/landing/lenses/032860.json index fdf56cf2fa2e82fa2e387e1ec7c5117106e18b90..46ad0ab1b120a5798007c2ea3c963c1b52f5a525 100644 --- a/landing/lenses/032860.json +++ b/landing/lenses/032860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -987,8 +987,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1018,10 +1018,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032940.json b/landing/lenses/032940.json index 610e290b9dd4040b06b86873321cd6b855a7fbd8..c6483318d9c2ada3ccd12feb12ecbce94bf3eab0 100644 --- a/landing/lenses/032940.json +++ b/landing/lenses/032940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032960.json b/landing/lenses/032960.json index b902e05770692703ce474c53bddc02c0ba01f893..ff2f3903d872348ac8b22543167a9cfaa4901dac 100644 --- a/landing/lenses/032960.json +++ b/landing/lenses/032960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,10 +1054,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032980.json b/landing/lenses/032980.json index 34b515be7174038310389dfc966da367645e9598..51a97706d1047c9e2d03ce08a2a1cc9ab6259c16 100644 --- a/landing/lenses/032980.json +++ b/landing/lenses/032980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-30", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-30", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-30", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033050.json b/landing/lenses/033050.json index e4c8cf727b9e541803c688e105716cbde9955500..b7f0cd693975a65bdbabb37ebf0e04c8b2706d3b 100644 --- a/landing/lenses/033050.json +++ b/landing/lenses/033050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1299,10 +1299,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1353,7 +1353,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033100.json b/landing/lenses/033100.json index a44cf7e473c4fb853d449abac1c90f0e0d09b06e..3166287c189bc35c720421de539ed0ff6d5dce24 100644 --- a/landing/lenses/033100.json +++ b/landing/lenses/033100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033130.json b/landing/lenses/033130.json index 756285e928a0ed8640d46877665207278fefc05f..74ced8e1a839c5033a90fca30c8969bd7638dee9 100644 --- a/landing/lenses/033130.json +++ b/landing/lenses/033130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,7 +1459,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1481,7 +1481,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1499,15 +1499,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/033160.json b/landing/lenses/033160.json index 109527f69bfc8458223cbd6b4573ed1c70f9c6ec..2941716c3c31c9034fa03c22c1e8e1f5a4385688 100644 --- a/landing/lenses/033160.json +++ b/landing/lenses/033160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1153,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033170.json b/landing/lenses/033170.json index 4cff6954d1fbabfc5764b022330d88d85423cec1..efd5f9573c762e31b1ba0a9dac3e1c741176d409 100644 --- a/landing/lenses/033170.json +++ b/landing/lenses/033170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 74점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033180.json b/landing/lenses/033180.json index ddae053bab849cf464eb468d27d48966e6b72964..c2dee0ca746aadb6c73b000f638556a6ba208d70 100644 --- a/landing/lenses/033180.json +++ b/landing/lenses/033180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-14", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,7 +1115,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-14", "period": "2025", "status": "derived", @@ -1137,7 +1137,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-14", "period": "2025", "status": "observed", @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1347,7 +1347,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033200.json b/landing/lenses/033200.json index 8d8a4b6f1608f731b602c725c14bfe717239aae2..0d0a2ea464c4332b2b66dc7eba4a92264d401011 100644 --- a/landing/lenses/033200.json +++ b/landing/lenses/033200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,10 +1185,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1203,10 +1203,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033230.json b/landing/lenses/033230.json index bdb2ce382265b0952aba213f2a15a4ae49d1bfae..c24ea6516fe4b2ffe093f286045a17c0d2360823 100644 --- a/landing/lenses/033230.json +++ b/landing/lenses/033230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033240.json b/landing/lenses/033240.json index 1a4c07eb3673aa70ce9a185cf76e77a63a37d5ca..d38d945b2ce12aa4e96a8ba306b12bf931eaeac2 100644 --- a/landing/lenses/033240.json +++ b/landing/lenses/033240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033250.json b/landing/lenses/033250.json index 82ca6d1190d4c65348c5c6d917b0bf066f9a541c..b192dbc527eeb66acf4aa62a3107207026ad676f 100644 --- a/landing/lenses/033250.json +++ b/landing/lenses/033250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,7 +889,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1031,19 +1031,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1064,8 +1064,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1110,17 +1110,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1183,13 +1183,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1198,7 +1198,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033270.json b/landing/lenses/033270.json index cf8b23df27dba9b2fcbc7ac31c847bea928a9b6e..b7eb9511579c22d56021f23acb510a0e2e816616 100644 --- a/landing/lenses/033270.json +++ b/landing/lenses/033270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033290.json b/landing/lenses/033290.json index 4c663ca611643023f2b43e73e5d93c9fb8f0007e..b4e93ff32ac716e5aa73111d2e1b999a3585e13b 100644 --- a/landing/lenses/033290.json +++ b/landing/lenses/033290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033310.json b/landing/lenses/033310.json index ac01d8898a0ccf63d164e9c6b35df4248b9faebd..93083d702e7ba6b60fe572b1321f098ae5941b3c 100644 --- a/landing/lenses/033310.json +++ b/landing/lenses/033310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -767,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +790,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033320.json b/landing/lenses/033320.json index b2bc5cd18d6ae356145186089023015971392274..6b560e22e38d1a082ef41b1f06502868b5c8a68f 100644 --- a/landing/lenses/033320.json +++ b/landing/lenses/033320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1198,13 +1198,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033340.json b/landing/lenses/033340.json index fc9c3be13daa9bb294abdbc30a67919fbc98ef9c..25d2c515c8212a0660e5b3dde5ceb6daa8ecc3b4 100644 --- a/landing/lenses/033340.json +++ b/landing/lenses/033340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 78.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 90.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-10", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,8 +1460,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/033430.json b/landing/lenses/033430.json index d4d9ae09a1e31002d4b83ee875baa1370b6abc7c..28def2907565b5183ea39d1d013fd8c0408ca680 100644 --- a/landing/lenses/033430.json +++ b/landing/lenses/033430.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/033500.json b/landing/lenses/033500.json index a2259bc55c4332c442e98d86227ce435b3e2bc9d..68e934015f2f4bac1b47f59e1cb63cb480fa0552 100644 --- a/landing/lenses/033500.json +++ b/landing/lenses/033500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 3.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1603,7 +1603,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1625,7 +1625,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1643,8 +1643,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/033530.json b/landing/lenses/033530.json index 1f394bf861ca7d9cb8ac907d3193020065b67f29..a723a85dc921c8da94c534809087b9d6e2c5fb44 100644 --- a/landing/lenses/033530.json +++ b/landing/lenses/033530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033540.json b/landing/lenses/033540.json index fc9fbb38860135310fc972c0952063846e4fcf94..d9e8f0a62ae94c5eeab37b0dbfa88e6fd07e02f0 100644 --- a/landing/lenses/033540.json +++ b/landing/lenses/033540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033550.json b/landing/lenses/033550.json index 46c5505f0841302289dd0ab94c37ab0442052d48..22e9e89fb3c04c414f0e1d9cfe8c52cab878e520 100644 --- a/landing/lenses/033550.json +++ b/landing/lenses/033550.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/033560.json b/landing/lenses/033560.json index b557403d67a8dce5db1ab5adf56e725e8d94c2e2..71fd5fbf59c55e80c4952d61601461c25c25044f 100644 --- a/landing/lenses/033560.json +++ b/landing/lenses/033560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033630.json b/landing/lenses/033630.json index f4185723cfd916560b9b33f22bf4a81ece524ca9..967c97dad76cf3da4ad42a4a2f0cc1f014e28ceb 100644 --- a/landing/lenses/033630.json +++ b/landing/lenses/033630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -653,10 +653,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -671,10 +671,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -685,7 +685,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033640.json b/landing/lenses/033640.json index 490c5dc54976fa7b0c04f8b69ac3ed33e0293393..a006739bcf20f646397d3cbb66f990af3872e5ec 100644 --- a/landing/lenses/033640.json +++ b/landing/lenses/033640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033660.json b/landing/lenses/033660.json index d6c80886123f62e753b83f229096791e543f876a..1f4f39333bb152f686cf5da081a6586edf005012 100644 --- a/landing/lenses/033660.json +++ b/landing/lenses/033660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033780.json b/landing/lenses/033780.json index d2082832fed493c18eb9602628798d8ea84f17b0..08e20f24cca2cbd7e7039bac03f57382770a632f 100644 --- a/landing/lenses/033780.json +++ b/landing/lenses/033780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033790.json b/landing/lenses/033790.json index 0cbf5116338ceac71f26409ddf1f3dac9cbddece..ef7a847be6e67faeb5f000366faec0d3b799f794 100644 --- a/landing/lenses/033790.json +++ b/landing/lenses/033790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033830.json b/landing/lenses/033830.json index a30da484b500b5b8827f055df06890202a11db16..7fb4a24da73dfbde823bf5fc039df29077ceb1ec 100644 --- a/landing/lenses/033830.json +++ b/landing/lenses/033830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033920.json b/landing/lenses/033920.json index 973de9337b307e9fe5fac0511bedb172b7c1284a..02c145a02e31b020d7f50ca222804c7a817e2790 100644 --- a/landing/lenses/033920.json +++ b/landing/lenses/033920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034020.json b/landing/lenses/034020.json index 5ba94d5636a8ba34b6b8895691d4c0c903fab53b..b4e1e86c2a722625f879cd95a0f390d9b4426f81 100644 --- a/landing/lenses/034020.json +++ b/landing/lenses/034020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "totalNotch": 4, "reasons": [ "중대형기업 (매출 17조)", - "시가총액 73조 (시장 지위)" + "시가총액 83조 (시장 지위)" ] }, "divergenceExplanation": [ @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,15 +1057,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,12 +1459,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:400d3fc959fc", + "target": "034020", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.352 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/034120.json b/landing/lenses/034120.json index fbbd6a43530c047c1a31b821d809e80556da15e4..2a793d8080d81a82c070b01c6f36fd6663ee792c 100644 --- a/landing/lenses/034120.json +++ b/landing/lenses/034120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.21%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034220.json b/landing/lenses/034220.json index 7a1c9d35942ed7089c7397a992f103e2e0013e61..5f3faaf159ff4df0b6df8fd7d8774f18ceacfdc4 100644 --- a/landing/lenses/034220.json +++ b/landing/lenses/034220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "유동성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034230.json b/landing/lenses/034230.json index 31ca939cd436cc569794be82a65d5e11ae2447f1..325e0c2cdff47dad2a934a3ff796beb8590ee92a 100644 --- a/landing/lenses/034230.json +++ b/landing/lenses/034230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034300.json b/landing/lenses/034300.json index aa0a4c56f0b6c8cbbc5e46bb6e68a6547d62b6d5..9b0a674a32b5d1082292dc3f7b15d5ffc5fd9d82 100644 --- a/landing/lenses/034300.json +++ b/landing/lenses/034300.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/034310.json b/landing/lenses/034310.json index 6244118499be0b1dd534b78778026197e077e6aa..8a4317b7c4c559dbb199a2b1c2b70c90c0a7e761 100644 --- a/landing/lenses/034310.json +++ b/landing/lenses/034310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,8 +1053,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034590.json b/landing/lenses/034590.json index e0918bccedbe9fa0c5fd9f7594b4ab62f1045e65..8f15a9dba4922d1d011aa620ddfda7158bf4146a 100644 --- a/landing/lenses/034590.json +++ b/landing/lenses/034590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034730.json b/landing/lenses/034730.json index bb08078e2448997e0da97853cb05b157794d3f90..b9ed24e436945fd0a3650a3ca4873400965d9668 100644 --- a/landing/lenses/034730.json +++ b/landing/lenses/034730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034810.json b/landing/lenses/034810.json index 2e0aa3d3742141990d6591ad198d965bf5e0357c..1fd1d8a9fe3c63b80514db848fd84f640c87d293 100644 --- a/landing/lenses/034810.json +++ b/landing/lenses/034810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -932,10 +932,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -955,7 +955,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -963,7 +963,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034830.json b/landing/lenses/034830.json index 526bc1b5956611d4cdc97d6781d1f558b76b6ab4..23b9f92678d54dd8814919c029420ee405a9fed1 100644 --- a/landing/lenses/034830.json +++ b/landing/lenses/034830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -145,7 +145,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -424,13 +424,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -530,14 +530,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -657,10 +657,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -703,7 +703,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -723,8 +723,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -745,8 +745,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -781,7 +781,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -837,10 +837,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -856,10 +856,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -879,7 +879,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -887,7 +887,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034940.json b/landing/lenses/034940.json index c27c2e22c313b25904e8a809b6ebde4677ed2b13..38f8d441824696c400895b3768a09bd2dd389863 100644 --- a/landing/lenses/034940.json +++ b/landing/lenses/034940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 27.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 28.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034950.json b/landing/lenses/034950.json index b6c246ab3d57b2b8373a76121ee1b898ed5c1c59..eabe4e0a048986468aae06cdc859c809deac439f 100644 --- a/landing/lenses/034950.json +++ b/landing/lenses/034950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035000.json b/landing/lenses/035000.json index 741cf136e2c0092cc0a6d2793b8c78f77930af51..df3334b7017ca06bcc62f76eb150c0739201910a 100644 --- a/landing/lenses/035000.json +++ b/landing/lenses/035000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035080.json b/landing/lenses/035080.json index 1e894caa78d3fef6f691a62ebb757fc2e73c4640..3f7e60331a2637f479f369d883c62b7fb2d74fe1 100644 --- a/landing/lenses/035080.json +++ b/landing/lenses/035080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035150.json b/landing/lenses/035150.json index 0784d441d646b37d19a8290ad226c4a52fec143a..7746d98ffda54fdc5d29d54000ec1c142c507bf2 100644 --- a/landing/lenses/035150.json +++ b/landing/lenses/035150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035200.json b/landing/lenses/035200.json index 06df4fe9d7428784764fc7bc57a38eda39a55d14..30098f70158899004b7cf7b48283212bc3270ee6 100644 --- a/landing/lenses/035200.json +++ b/landing/lenses/035200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1386,7 +1386,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1408,7 +1408,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1426,8 +1426,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/035250.json b/landing/lenses/035250.json index 4d114b749e8c6a9e1abdff7e8c201fa2b9315f3e..b01a6a68322344f1d8cd601a4d5f31634bb0a763 100644 --- a/landing/lenses/035250.json +++ b/landing/lenses/035250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035290.json b/landing/lenses/035290.json index 9b752c36350f77b1f517e109251b725988e0afc3..36770d1219ce47085f5bc328ba364b3c24db32f1 100644 --- a/landing/lenses/035290.json +++ b/landing/lenses/035290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -997,8 +997,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1028,10 +1028,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1041,7 +1041,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035420.json b/landing/lenses/035420.json index c4742a0830ffdc07f7bbc4bf84fa9e70b2be4025..724810c4b151ddf9c0674d32db1e49801102c41f 100644 --- a/landing/lenses/035420.json +++ b/landing/lenses/035420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035430.json b/landing/lenses/035430.json index 44a17d82a60bf13e11bf8ebf4ba15ca00453db67..b4c19b5e8509412147877a0a0173a49252e4a2ef 100644 --- a/landing/lenses/035430.json +++ b/landing/lenses/035430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035460.json b/landing/lenses/035460.json index 24ab5b12f88cba9cf4719af05948f337cfd6c71a..2b6251c54c437c9d8adafc9e20ed0d3ed20a0092 100644 --- a/landing/lenses/035460.json +++ b/landing/lenses/035460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035510.json b/landing/lenses/035510.json index 23f51bf1d38ab6211cd5872b4a069099f4211cd5..5de48803045e6c10e0af147fa0638c74787ca6dc 100644 --- a/landing/lenses/035510.json +++ b/landing/lenses/035510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035600.json b/landing/lenses/035600.json index a4df69784228086953a369be356725937b0b8cd4..f2ba7bbd4cc5f16170a4e2a5b2b988eb24170a15 100644 --- a/landing/lenses/035600.json +++ b/landing/lenses/035600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035610.json b/landing/lenses/035610.json index b36233c1f9cf13694335e92553d4a4e34d7a387d..4aaf79d9e4a870c51e6dc8115d7d33b86ba76a3c 100644 --- a/landing/lenses/035610.json +++ b/landing/lenses/035610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035620.json b/landing/lenses/035620.json index 45261e262840a0210e4d4b6d8943ca5b232cad32..bdd912b853f016bc74bc4a68d415cf9e86916f43 100644 --- a/landing/lenses/035620.json +++ b/landing/lenses/035620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035720.json b/landing/lenses/035720.json index b1147d54a62caf27bef47365c680af7ecf0106c3..894c0c54638c66e420f2b24d243301cf8fca4379 100644 --- a/landing/lenses/035720.json +++ b/landing/lenses/035720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.44%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035760.json b/landing/lenses/035760.json index be4c96eede98758d6364939303c4075b4f2d64ad..b8b1a7fcdb1fb42156b4b66ab40cebd59b04f43e 100644 --- a/landing/lenses/035760.json +++ b/landing/lenses/035760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035810.json b/landing/lenses/035810.json index d320af4e1aa2b5b242ca4ba33f7232a87ac110b8..3ce5092631549f0c375666bde8ea6a609a3a02dc 100644 --- a/landing/lenses/035810.json +++ b/landing/lenses/035810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1287,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035890.json b/landing/lenses/035890.json index 1afe1730836738351d604e5a60a2ed4deda85cb1..ae09ab614a02a484052d84a7ebe3d5361579ea0f 100644 --- a/landing/lenses/035890.json +++ b/landing/lenses/035890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/035900.json b/landing/lenses/035900.json index b4d601bdf56478be8a39c5fadd95c751f2aa5757..8af8ab73ee9a1d8f4c88dd894c4075b0911a5585 100644 --- a/landing/lenses/035900.json +++ b/landing/lenses/035900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/036000.json b/landing/lenses/036000.json index 4b5ede529a4595ab1259f8b046968ad9e49e7d99..31ce5afa701567f819f068f2a062fa0d3457dcb9 100644 --- a/landing/lenses/036000.json +++ b/landing/lenses/036000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036010.json b/landing/lenses/036010.json index 2c4e6e234f12e143e13ae95ec4dbfdc374390091..606d7dce4bcdbfa85dd65579631a099375d0e468 100644 --- a/landing/lenses/036010.json +++ b/landing/lenses/036010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 11.74, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 14.09, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 11.74, + "grade": "dCR-A", + "score": 14.09, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 12.15, + "grade": "dCR-A", + "score": 14.54, "assumptions": { "scenarioStress": "moderate" } @@ -907,9 +907,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0e044cbaf1ba", + "target": "036010", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.225 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036030.json b/landing/lenses/036030.json index 601ecc8f81f488ba4eb41bc844080a1cea369278..3646f54f3b7cc6ea0117de02859ff8c9fac8da47 100644 --- a/landing/lenses/036030.json +++ b/landing/lenses/036030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,14 +632,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -759,10 +759,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -778,10 +778,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -809,7 +809,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036090.json b/landing/lenses/036090.json index 0695acd3cf9ed5591d04e1bef6ac19f69f8324a9..eef9812863fc798a1b64278c0ee6bf1f03950b81 100644 --- a/landing/lenses/036090.json +++ b/landing/lenses/036090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,15 +1055,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,12 +1457,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:15b0600f5816", + "target": "036090", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036120.json b/landing/lenses/036120.json index 8f7481cb2f69856e6b2b82f1c2dc94f058bcf4ca..fb3efa61812ac6fff15535fa643642387d4a9bf9 100644 --- a/landing/lenses/036120.json +++ b/landing/lenses/036120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036170.json b/landing/lenses/036170.json index 68ca5ec53a069c4924b5537081bd6f554e067c9a..3ebc0ede1b634cfb56e3f4313e1b8244d6db9b38 100644 --- a/landing/lenses/036170.json +++ b/landing/lenses/036170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036180.json b/landing/lenses/036180.json index 9284ec425a6068973fad27eac642ab9f47b1ea41..caf6c9bcc23e7f3861ceae930900e99c73308939 100644 --- a/landing/lenses/036180.json +++ b/landing/lenses/036180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-16", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-16", "period": "2024", "status": "derived", @@ -1127,7 +1127,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-16", "period": "2024", "status": "observed", @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036190.json b/landing/lenses/036190.json index 301e82fb6da5dcce33242f5b3ea5be41f573c8d4..f85075329bfd91f35ad65d2e59b7432ca0038830 100644 --- a/landing/lenses/036190.json +++ b/landing/lenses/036190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036200.json b/landing/lenses/036200.json index fb972bdd71cc6206d42868b7e9d1d0f955f00875..e69a39659aacc673cd8a2234f809d423e27c3758 100644 --- a/landing/lenses/036200.json +++ b/landing/lenses/036200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036220.json b/landing/lenses/036220.json index 4ee2b092448d276cd8ddad5005a4f930a4e5621c..392def439211d02d44826a4ae7f43ae42d761fc1 100644 --- a/landing/lenses/036220.json +++ b/landing/lenses/036220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -898,7 +898,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.90%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036420.json b/landing/lenses/036420.json index e892f5b7865112fb95e42400e90736ab71a1af0b..8fe44a46ec381bc82b19458a7c51a52606f4983e 100644 --- a/landing/lenses/036420.json +++ b/landing/lenses/036420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "유동성 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.4점 하향 (PD 201.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.4점 하향 (PD 203.04%). 최근 주가 하락이 반영된 결과", "D/EBITDA 129.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1204,7 +1204,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036460.json b/landing/lenses/036460.json index d011573139e0377c4f32fb56df3a29c572b09938..4daaab83337f676723dab7ab452a6a3e121d0620 100644 --- a/landing/lenses/036460.json +++ b/landing/lenses/036460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 24.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 21.94, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 24.19, + "score": 21.94, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 25.31, + "score": 23.06, "assumptions": { "scenarioStress": "moderate" } @@ -913,11 +913,11 @@ "reasons": [ "중대형기업 (매출 36조)", "공기업 (정부 보증/규제 보호)" - ] + ], + "monotonicGate": "A+" }, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 5.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036480.json b/landing/lenses/036480.json index 4bf8d18b7aa2d4dc566eeb9462bf17f712ccef84..bb3a63cf5e7a679ad0456fbcf3e1c69321bc5262 100644 --- a/landing/lenses/036480.json +++ b/landing/lenses/036480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2020", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1263,10 +1263,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036530.json b/landing/lenses/036530.json index d19f4240737e7aae331a3850e4a8455ef7eeae6b..94f920f4c7598522d63e68fd8261f5a7153439ce 100644 --- a/landing/lenses/036530.json +++ b/landing/lenses/036530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -902,19 +902,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,17 +981,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1060,7 +1060,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1370,88 +1370,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:729b2c115354", - "target": "036530", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036540.json b/landing/lenses/036540.json index 6c9638cf207dde9e1cd14b68fece4726de366c2a..474d411c5a7ad4a20b32f878bba14163efeecdaa 100644 --- a/landing/lenses/036540.json +++ b/landing/lenses/036540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 22.96, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 20.08, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 22.96, + "grade": "dCR-A-", + "score": 20.08, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 23.03, + "grade": "dCR-A-", + "score": 20.14, "assumptions": { "scenarioStress": "moderate" } @@ -908,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.08, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1555,12 +1555,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f87ccb3231bd", + "target": "036540", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.664 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036560.json b/landing/lenses/036560.json index 5bae16e70839aaf130ab9fb47136efa6f6d1292c..faffe0753d560c66dbd47c86e232c5fd6b9a4005 100644 --- a/landing/lenses/036560.json +++ b/landing/lenses/036560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036570.json b/landing/lenses/036570.json index faa55ec5ade1a57c99ff32febe0a300e016b1287..acf98f271be45faaaf8bd099dc1749458b284a54 100644 --- a/landing/lenses/036570.json +++ b/landing/lenses/036570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 13.94, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 16.43, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 13.94, + "grade": "dCR-A-", + "score": 16.43, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 14.42, + "grade": "dCR-A-", + "score": 16.94, "assumptions": { "scenarioStress": "moderate" } @@ -907,10 +907,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.13%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036580.json b/landing/lenses/036580.json index 08f21032b735617e74c98e4708fa26e986b4e252..b22eb5851e9f2990fbe2f6031176c12758916e71 100644 --- a/landing/lenses/036580.json +++ b/landing/lenses/036580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036620.json b/landing/lenses/036620.json index da4d99972d208e55e909a59883e2b9ecf82cb1c0..88b981730907f2bfcf32ddc5cf23f57b6792c684 100644 --- a/landing/lenses/036620.json +++ b/landing/lenses/036620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1076,7 +1076,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036630.json b/landing/lenses/036630.json index 00c79a80c7cbad2e460345a8b5907dfc9f6e5f46..703e5fe6c3c0d1338941b2b8b0c5e482c335a8b2 100644 --- a/landing/lenses/036630.json +++ b/landing/lenses/036630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036640.json b/landing/lenses/036640.json index e741ab2e4efe7e558e2b9c2d354b5c4d93482efc..246d12e49cc2fb8d47d207c1e6225a0950cc0dd5 100644 --- a/landing/lenses/036640.json +++ b/landing/lenses/036640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036670.json b/landing/lenses/036670.json index 58270d2f99c8ed82f3fe47b32a59b10c8c65f6e2..99995dec0fb2a88c4c041f8869c2d0425da1e910 100644 --- a/landing/lenses/036670.json +++ b/landing/lenses/036670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036690.json b/landing/lenses/036690.json index c9c9717735b06401f9c5db851d39a18e06b7f41e..4182125891f906aab4a747eaead2c080cf2bdfb9 100644 --- a/landing/lenses/036690.json +++ b/landing/lenses/036690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036710.json b/landing/lenses/036710.json index b8519ca645b58eb650875fef8c704df273b409df..a81ae6dad21190bd756a92a7055cb172bed47bde 100644 --- a/landing/lenses/036710.json +++ b/landing/lenses/036710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036800.json b/landing/lenses/036800.json index 7f392fd16a8c73c9475024e135fab4e18f1f6220..9fd36f0fa61fdfbc5c83fc37241ae952d763540a 100644 --- a/landing/lenses/036800.json +++ b/landing/lenses/036800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036810.json b/landing/lenses/036810.json index d0de11c74f65ef8fc373b40fa35ca0bc0eb85b30..bc14c66c1823067f68d6d317368389a7548a9f7d 100644 --- a/landing/lenses/036810.json +++ b/landing/lenses/036810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/036830.json b/landing/lenses/036830.json index a1ff6f03d63eb267ff9915d6993e6346da5405d3..df489d5e1bae4295d2a2f23811f5ac4ecd521af5 100644 --- a/landing/lenses/036830.json +++ b/landing/lenses/036830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -747,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -766,10 +766,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -789,7 +789,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -797,7 +797,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036890.json b/landing/lenses/036890.json index cb7c68b0ea2a616ac6b6983ef2fcf3d36b759f9e..7b93679c60305a45cc64865e9e402c6603d5e00d 100644 --- a/landing/lenses/036890.json +++ b/landing/lenses/036890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036930.json b/landing/lenses/036930.json index b40fa369c1891ef0a0dcecfa74465b1e2a157386..18fd786bbd535107392f8e5427afb5219f0da2bc 100644 --- a/landing/lenses/036930.json +++ b/landing/lenses/036930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1555,7 +1555,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1577,7 +1577,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1595,15 +1595,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/037030.json b/landing/lenses/037030.json index fa5b3ace2bca87a5a58da94b5ca7c300b9943343..a6598d685d29ef4643dd7874f15ecf3848e59461 100644 --- a/landing/lenses/037030.json +++ b/landing/lenses/037030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,7 +889,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 6.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 5.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1441,7 +1441,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1463,7 +1463,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1481,8 +1481,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/037070.json b/landing/lenses/037070.json index 26266e920808e87c14410517887e12a74d97ca0c..79cf503715f1959f1c0eeb90dec69ce28c6bb423 100644 --- a/landing/lenses/037070.json +++ b/landing/lenses/037070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037230.json b/landing/lenses/037230.json index 75797eb02afa5b4e9ba0623645573cb4be0d92f6..b9111c1986ce23db01ddfc84ccda19996a87adc7 100644 --- a/landing/lenses/037230.json +++ b/landing/lenses/037230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037270.json b/landing/lenses/037270.json index 0b9a01937aefae839cfe934efe29fcc2b28370fb..77ea329e39c588e066eb884fae93a92a41e6b384 100644 --- a/landing/lenses/037270.json +++ b/landing/lenses/037270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/037330.json b/landing/lenses/037330.json index 15ccb43fc037e1f8a00d0c24cc51716132e09cf4..013bccb115b3ede12281560ce28c90fec68fc79f 100644 --- a/landing/lenses/037330.json +++ b/landing/lenses/037330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 11.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 12.12%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/037340.json b/landing/lenses/037340.json index bc8108510b1057f7f7aa6a6e57ca1b47ca1f7401..8e76517292f6b63d52a7f283d4d0aee2cb95771f 100644 --- a/landing/lenses/037340.json +++ b/landing/lenses/037340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037350.json b/landing/lenses/037350.json index 33eb65cf10e4bc20e9866fa0ffd76d883d33db6c..4743f8db31a384bf0c319a3310cd44d4442d0212 100644 --- a/landing/lenses/037350.json +++ b/landing/lenses/037350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1559,7 +1559,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1581,7 +1581,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1599,8 +1599,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/037370.json b/landing/lenses/037370.json index f38b056d476cf140c93cb37d990b7a58764d600d..bf8f572092771a2574c746ec2430ead4e03aed19 100644 --- a/landing/lenses/037370.json +++ b/landing/lenses/037370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037400.json b/landing/lenses/037400.json index 0fa02631069c4b4755dd5ca192cecd6553e58b61..b74b0c19877e590441fd335189929ec4a7c33ec9 100644 --- a/landing/lenses/037400.json +++ b/landing/lenses/037400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 5.67%). 최근 주가 하락이 반영된 결과", "D/EBITDA 43.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-08-13", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-13", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-13", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-13", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1503,12 +1503,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9d2bd97b8a86", + "target": "037400", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/037440.json b/landing/lenses/037440.json index 1e60273ef6f2bf3f3cfb719df4f944586bc8ee8c..16429908dbe435fc063ef06d56938f983eddf641 100644 --- a/landing/lenses/037440.json +++ b/landing/lenses/037440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 4.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 4.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037460.json b/landing/lenses/037460.json index 3c66480ae5c96dc4c8f618a6ef22ca4e0f61059e..64e9021b5f8af77e0151fbd0a9559ccf7590c7a8 100644 --- a/landing/lenses/037460.json +++ b/landing/lenses/037460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,15 +1504,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/037560.json b/landing/lenses/037560.json index 1379733c4dd008f2a7e1f998307fc4456d8ea1b1..23c8e00256e34bf03b5cf7e8b995fbf50a20e33d 100644 --- a/landing/lenses/037560.json +++ b/landing/lenses/037560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.67%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037640.json b/landing/lenses/037640.json index e1101a0d17b3ad1b23a3503eff678c0165bfb61f..3a63279b5d6be8f55c3e8d7b4d097c0dfd53420a 100644 --- a/landing/lenses/037640.json +++ b/landing/lenses/037640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037710.json b/landing/lenses/037710.json index b9e9d24ae3aca530e0b06a148ec4b70d58aa45e4..9ccad1144ea5715133369901c16067c56e24710d 100644 --- a/landing/lenses/037710.json +++ b/landing/lenses/037710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.3점 하향 (PD 2.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 2.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037760.json b/landing/lenses/037760.json index fd4bcd56565228cf8cffbc614d2775c25e67b159..b446552437f741f503f4e6c388d5bdecef6bd9a2 100644 --- a/landing/lenses/037760.json +++ b/landing/lenses/037760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037950.json b/landing/lenses/037950.json index f571442d4607b60363f2abc05a4f5b5c51a0ea8b..4ce2490866f73a83dec9b798ecb3f54097056f48 100644 --- a/landing/lenses/037950.json +++ b/landing/lenses/037950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038010.json b/landing/lenses/038010.json index 1e564f49ad16f4910ba14e00f45e44d6ca885f36..f93f5f73e441caedfa027c50164a61e50961f4df 100644 --- a/landing/lenses/038010.json +++ b/landing/lenses/038010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038060.json b/landing/lenses/038060.json index 0e57a760d183d10be00f9c7cbd83c61bcca04cc2..77e72cd46f954c7d3092e91632135c4d1bed559f 100644 --- a/landing/lenses/038060.json +++ b/landing/lenses/038060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038070.json b/landing/lenses/038070.json index 774878d8cd4adf947fe83b31fc85628aac2ea24e..e7b9dcf7fba643a0977d53d2fd3d78e72a9d365a 100644 --- a/landing/lenses/038070.json +++ b/landing/lenses/038070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038110.json b/landing/lenses/038110.json index 040d4a0b843a44988818e079cbb1af9468454a0f..7ffbcc093df613c5cd1d2559619282f247cac7a6 100644 --- a/landing/lenses/038110.json +++ b/landing/lenses/038110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 17.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 17.97%). 최근 주가 하락이 반영된 결과", "D/EBITDA 18.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038160.json b/landing/lenses/038160.json index bf9910954be97a27d495150da70a8c6b415d0070..58c73da9b10a9f74bd895286492737984620bd8a 100644 --- a/landing/lenses/038160.json +++ b/landing/lenses/038160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -48,10 +48,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -150,7 +150,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -199,7 +199,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -248,7 +248,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -737,14 +737,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -859,10 +859,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -891,7 +891,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -911,7 +911,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2023", "status": "derived", @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1045,10 +1045,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1063,10 +1063,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1077,7 +1077,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1085,7 +1085,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038290.json b/landing/lenses/038290.json index 2a19212a27e65a771b604bf49ccaa9e417e8b133..7630b8d346ea2e5b70d922f3b20bf767067b1aed 100644 --- a/landing/lenses/038290.json +++ b/landing/lenses/038290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -767,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +790,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038340.json b/landing/lenses/038340.json index 7f33e2859f59acd93aa73c88fece967f9208b25a..12fe83a585e518a20ccc6f148beb69b53ed593c6 100644 --- a/landing/lenses/038340.json +++ b/landing/lenses/038340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -653,10 +653,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -671,10 +671,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -685,7 +685,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038390.json b/landing/lenses/038390.json index 959f9cd34edc52c07255597bb2166cdaab8a74e3..cbc4bb3f4f293fbad63797fb47727889bf904540 100644 --- a/landing/lenses/038390.json +++ b/landing/lenses/038390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1045,19 +1045,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1197,13 +1197,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1212,7 +1212,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038460.json b/landing/lenses/038460.json index fed54547d65df6f572412986a36c136fdd4cca13..9814dd6470f2a8194be2007a7aaded6751bbb666 100644 --- a/landing/lenses/038460.json +++ b/landing/lenses/038460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.84%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,10 +1253,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1271,10 +1271,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038500.json b/landing/lenses/038500.json index 8763566ea7f28e800be04f9b9fb5ee9bd2095ccc..8e714e346b7082dbc5ad8ce0a8735c121f909520 100644 --- a/landing/lenses/038500.json +++ b/landing/lenses/038500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038530.json b/landing/lenses/038530.json index c0535cbddbca35d91e4c13959e67f657e2a2e2f4..4387cc5a1cc2a3d7aa73c14505c665dc6d3c764e 100644 --- a/landing/lenses/038530.json +++ b/landing/lenses/038530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9879.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9881.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-26", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,7 +1130,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-26", "period": "2025", "status": "derived", @@ -1152,7 +1152,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-26", "period": "2025", "status": "observed", @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038540.json b/landing/lenses/038540.json index 91bf7147bae98b8c8d572bc2f4c774233b804bf0..4a20b3e0ddba5abfcf9f1180558a62bcb01ccbaf 100644 --- a/landing/lenses/038540.json +++ b/landing/lenses/038540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:41ac1572a941", - "target": "038540", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.463 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/038620.json b/landing/lenses/038620.json index 822b2b86b8fe58f8842c5c01afde385504c3a479..1b1f05a8c54e538e96e73990729583208c7aed65 100644 --- a/landing/lenses/038620.json +++ b/landing/lenses/038620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038680.json b/landing/lenses/038680.json index 318b67c858834b26e06b31148bb629add7ee601f..5932cb978456235849b974efd617f67a63043bd0 100644 --- a/landing/lenses/038680.json +++ b/landing/lenses/038680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038870.json b/landing/lenses/038870.json index d9d2b8bb994e860a1d791d833d83e97c3a842d69..ee7de6850d39b039aefef237a21abe7f3bde4cda 100644 --- a/landing/lenses/038870.json +++ b/landing/lenses/038870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 83점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 11.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 10.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,15 +1060,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,12 +1462,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:6aca898cca31", + "target": "038870", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.587 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/038880.json b/landing/lenses/038880.json index 54f047bb5e4db8c4091d4f0d69dc0c3a2451a677..e05cf01bd08f0417891b6d0d6941a41292b5bda8 100644 --- a/landing/lenses/038880.json +++ b/landing/lenses/038880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 45.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1200,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038950.json b/landing/lenses/038950.json index ae855963c5c1227c898822eedde19b7af413553f..ec6109dc3764619b5d7aeda98b75899c18c158a3 100644 --- a/landing/lenses/038950.json +++ b/landing/lenses/038950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -969,19 +969,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1127,7 +1127,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1379,88 +1379,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3bc32ac2240b", - "target": "038950", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.582 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/039010.json b/landing/lenses/039010.json index 9db0d89af80591a531e33dd13396870b51d78260..f31da26855b7c948c764bfa31a769b444d650be4 100644 --- a/landing/lenses/039010.json +++ b/landing/lenses/039010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039020.json b/landing/lenses/039020.json index 746c69aaa2117f065dc318846650acf7e210ea76..fb0ecd82810ef5154bc6e3279f86d3c0bcc3ad0f 100644 --- a/landing/lenses/039020.json +++ b/landing/lenses/039020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039030.json b/landing/lenses/039030.json index b581a27ce973e1113cd8d3f0c80b51c0a829f515..50d587e7be9e668585d9b3896b048f74508ae345 100644 --- a/landing/lenses/039030.json +++ b/landing/lenses/039030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039130.json b/landing/lenses/039130.json index ce5cbb9ac031a50cee50b8c733c930d45689e4d5..9a8190d8fbffa7eef6ca2b2bae684fc314c2e0d3 100644 --- a/landing/lenses/039130.json +++ b/landing/lenses/039130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039200.json b/landing/lenses/039200.json index a31710552313130ca9663bb58697d336e99eaaf6..02fef3ec9671fef2ac0f72e19be3bb18ef4a8fb1 100644 --- a/landing/lenses/039200.json +++ b/landing/lenses/039200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039240.json b/landing/lenses/039240.json index 43d8520568c0138c28866ea0476e4e69a0e6ea08..a6c14fe40644e3a585e73cc1301b089d09f56160 100644 --- a/landing/lenses/039240.json +++ b/landing/lenses/039240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,7 +932,7 @@ "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -947,14 +947,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1124,10 +1124,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1146,7 +1146,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039290.json b/landing/lenses/039290.json index 0bcde500463c3b5dca2b4834a6af6f990a29c173..940cc8a1ce4ac3af8fbd144628ce71f4ccc0e334 100644 --- a/landing/lenses/039290.json +++ b/landing/lenses/039290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1385,7 +1385,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1407,7 +1407,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1425,8 +1425,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/039310.json b/landing/lenses/039310.json index d4e29b1e758078933c1aa7a76d1873f7904df7e5..04044543fc4decfb1855642832b2497d09619aa5 100644 --- a/landing/lenses/039310.json +++ b/landing/lenses/039310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 19.87, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 21.96, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 19.87, + "score": 21.96, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 19.89, + "score": 21.99, "assumptions": { "scenarioStress": "moderate" } @@ -912,6 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1092,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1112,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1134,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1242,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039340.json b/landing/lenses/039340.json index c3d312d66641dfeb2d3b273baf9a3a256a6e24ff..bffb920d08165818c5f6644257fd3b3656a1f3d9 100644 --- a/landing/lenses/039340.json +++ b/landing/lenses/039340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,15 +1504,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/039420.json b/landing/lenses/039420.json index f09a35175ec7c10bd11516bdcec01c191bfce316..45fac85e7f85b739372b340138f306e5371e5640 100644 --- a/landing/lenses/039420.json +++ b/landing/lenses/039420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039440.json b/landing/lenses/039440.json index f2cfa024fb99bce8784b378da3038582c8b66585..d83be3d9526e8024f3582b0db2f76ad56f12393e 100644 --- a/landing/lenses/039440.json +++ b/landing/lenses/039440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039490.json b/landing/lenses/039490.json index 79164e524692ce3aef0653a3ca8fe04aae6853df..f19ede4b5337089430d6be60e342c5a1992d5fe7 100644 --- a/landing/lenses/039490.json +++ b/landing/lenses/039490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -803,8 +803,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -816,8 +816,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -834,10 +834,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -847,7 +847,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -856,7 +856,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -924,10 +924,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -943,10 +943,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -966,7 +966,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -974,7 +974,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039560.json b/landing/lenses/039560.json index d3cd1628f543990f64ae546b17c1c76ed9dc3199..2faa700caddd41bd601be61261f43d480987a4f6 100644 --- a/landing/lenses/039560.json +++ b/landing/lenses/039560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -767,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +790,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039570.json b/landing/lenses/039570.json index e0019e810e673d826b646eafbb26646cc5bb4074..93bc8fb9ee526ff255e3bde9e79d8c45fe0aadee 100644 --- a/landing/lenses/039570.json +++ b/landing/lenses/039570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039610.json b/landing/lenses/039610.json index f91b9f182482a8d9554532f5a3a98eb0f20b8375..ff2ff623b070e045908069225b09753b2872b9de 100644 --- a/landing/lenses/039610.json +++ b/landing/lenses/039610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1075,7 +1075,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,7 +1452,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1474,7 +1474,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1492,15 +1492,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/039670.json b/landing/lenses/039670.json index 780edd978466586887f80af2cf0d742a3abe47b5..88a73047c6df0523cecf7776977e8967fe2ba510 100644 --- a/landing/lenses/039670.json +++ b/landing/lenses/039670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -50,10 +50,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -154,7 +154,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -205,7 +205,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -256,7 +256,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -956,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1090,10 +1090,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1108,10 +1108,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1162,7 +1162,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039740.json b/landing/lenses/039740.json index 7ee6a9b3fd365ef08e3345d2494742b21dfbb75f..c1cdc419926c5d032f2ff5beeae1b849684c2349 100644 --- a/landing/lenses/039740.json +++ b/landing/lenses/039740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.18, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 33.43, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 31.18, + "grade": "dCR-BB+", + "score": 33.43, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 32.18, + "score": 34.43, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -911,10 +906,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 47점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 5.12%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -930,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1090,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1224,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1237,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1256,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1506,12 +1502,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:67b0d540db3a", + "target": "039740", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.682 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/039790.json b/landing/lenses/039790.json index 9d9352091822389c0f1275853d99bc9f108a35f9..9b9f178df56287a34e72713299e0a5d598f8979d 100644 --- a/landing/lenses/039790.json +++ b/landing/lenses/039790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -881,10 +881,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1015,10 +1015,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1033,10 +1033,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1047,7 +1047,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1055,7 +1055,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1071,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039830.json b/landing/lenses/039830.json index ac5446bb87a0c668b2d966a252478bce2d634dc2..0dd16dc7a923f194dd21e22b64c52e0c6942de06 100644 --- a/landing/lenses/039830.json +++ b/landing/lenses/039830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 12.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 11.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1047,19 +1047,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1205,7 +1205,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1661,88 +1661,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:685015eb02b1", - "target": "039830", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/039840.json b/landing/lenses/039840.json index 259d46f644eed362ec9c71da3633c43f593547a9..638e38e3bf5c209e596d2aa48674b6e78e080db4 100644 --- a/landing/lenses/039840.json +++ b/landing/lenses/039840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039860.json b/landing/lenses/039860.json index fed9cfa6b539280786b756d732f31d25ca62bb5f..d6d39eab76042716446ae48d01ef71069c28832e 100644 --- a/landing/lenses/039860.json +++ b/landing/lenses/039860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039980.json b/landing/lenses/039980.json index 92e7e4101b177442272a081bb39640012cde1dda..8db3e1d1d152dd3119ed614166cfc377bbaed604 100644 --- a/landing/lenses/039980.json +++ b/landing/lenses/039980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -927,7 +927,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 58점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.23%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040160.json b/landing/lenses/040160.json index 8c536446fcd122e2fe2fc57dbfa69c944beab15f..ab532e26e215303b5ef70ec73780d2fe3db7dc2f 100644 --- a/landing/lenses/040160.json +++ b/landing/lenses/040160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040300.json b/landing/lenses/040300.json index 17b31b06a474930b816cfdf58a46464950c4af7b..0ab3a354f7c3802d983b80ecd7a5d1ac1e688207 100644 --- a/landing/lenses/040300.json +++ b/landing/lenses/040300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040350.json b/landing/lenses/040350.json index 05ac98cbf4423930c2d60aec586e4f01a20bc830..f1ef34d9de96499e25c56ad51472d699322fed2c 100644 --- a/landing/lenses/040350.json +++ b/landing/lenses/040350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 12.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 11.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1390,7 +1390,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1412,7 +1412,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1430,8 +1430,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/040420.json b/landing/lenses/040420.json index 9ebc0e93408576f2bf61a80027640f9f32c36678..c8cfeae90c7b27191f079e64a8d53f606fb15e38 100644 --- a/landing/lenses/040420.json +++ b/landing/lenses/040420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040610.json b/landing/lenses/040610.json index 18511a9494def0ee08bc94d1e964e7b938f034b2..09f34d2cd20c3a6d15a96bf3c23add31a7a56dbb 100644 --- a/landing/lenses/040610.json +++ b/landing/lenses/040610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040910.json b/landing/lenses/040910.json index 38116da2b80158887f151c11978788ab51e1194a..35988c1b67838329f89d4402bec6301c574dab3c 100644 --- a/landing/lenses/040910.json +++ b/landing/lenses/040910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041020.json b/landing/lenses/041020.json index 01aef9cd9b415384e0791e824d1071dd457d840e..8450d9c7a25a6bd6facbae9400440198f40703d9 100644 --- a/landing/lenses/041020.json +++ b/landing/lenses/041020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041190.json b/landing/lenses/041190.json index 2f8552d30ad0b8d0fd5ef1b43e0a1a4575d78ff2..ba121ab05daa9314246f0547de4ba0161e2021ac 100644 --- a/landing/lenses/041190.json +++ b/landing/lenses/041190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -103,7 +103,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -164,7 +164,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -408,13 +408,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -533,14 +533,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -660,10 +660,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -686,8 +686,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -699,8 +699,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -718,10 +718,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -731,7 +731,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -748,7 +748,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -810,10 +810,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -829,10 +829,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -852,7 +852,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041440.json b/landing/lenses/041440.json index 577bd1ae262f6f3e4d113f2d5685e5a8333a0895..a23d4f9118e6f49f40b10fd5e354462df5616a33 100644 --- a/landing/lenses/041440.json +++ b/landing/lenses/041440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/041460.json b/landing/lenses/041460.json index fbe1861bbb68e4262918833fbc86d75bc24988ee..f0830406559fe60b67e168ba2dff7a31bd425ab5 100644 --- a/landing/lenses/041460.json +++ b/landing/lenses/041460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041510.json b/landing/lenses/041510.json index d10f8a6191b600eabb1fee186ecf06f92f0988f5..6b294dee8a9b48fab6b16ec247c200cc49fdc64e 100644 --- a/landing/lenses/041510.json +++ b/landing/lenses/041510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041520.json b/landing/lenses/041520.json index de12e01614c83ef41fc963db7e243fa07fdfe033..0d4d8e0788541ceb4094bab9d2b7d63058305ff1 100644 --- a/landing/lenses/041520.json +++ b/landing/lenses/041520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -969,19 +969,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1121,13 +1121,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041590.json b/landing/lenses/041590.json index afb53d48583d09c440fe2e2b1ad52b75ddad5033..f8e550e4f1de5e2d727eb85297d41c6dc1a6cbc8 100644 --- a/landing/lenses/041590.json +++ b/landing/lenses/041590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041650.json b/landing/lenses/041650.json index 0ad3d44657452398b6b111377a329840df402be7..6963873ccf474c40628631c32bb27d58903ae4a3 100644 --- a/landing/lenses/041650.json +++ b/landing/lenses/041650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.76%). 최근 주가 하락이 반영된 결과", "D/EBITDA 18.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041830.json b/landing/lenses/041830.json index 5d1b9dce2a15445fa09e501c6815a43d06e152aa..62eedf8d66530a678171142f02c1abffefd76196 100644 --- a/landing/lenses/041830.json +++ b/landing/lenses/041830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -747,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -766,10 +766,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -789,7 +789,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -797,7 +797,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041910.json b/landing/lenses/041910.json index 91e54f66e204a403ba3497d3116bdd4e4082ae06..bd2a99eba7f6e0b14b2c3b747dba371a1f91b7ca 100644 --- a/landing/lenses/041910.json +++ b/landing/lenses/041910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041920.json b/landing/lenses/041920.json index fa02691a0bf500594ebf487e54936e983b84d9b2..125e5dda315fd5858813023d6df7a07f42210707 100644 --- a/landing/lenses/041920.json +++ b/landing/lenses/041920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041930.json b/landing/lenses/041930.json index efd1f4563ce3a276ae2eb40e5445307e45101b58..f7a1644ca23ed1437c6e8ef0786223ed28df15b7 100644 --- a/landing/lenses/041930.json +++ b/landing/lenses/041930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041960.json b/landing/lenses/041960.json index 9afc3aa0031e843ca47e2f125143551fbd5869b5..6fbe3b2f924ecfdbd663d3ef0d0b32bfb1cd24a2 100644 --- a/landing/lenses/041960.json +++ b/landing/lenses/041960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 40.62, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 40.83, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 40.62, + "score": 40.83, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 41.44, + "score": 41.52, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042000.json b/landing/lenses/042000.json index 8efcfb216f04d4cf9ceba448b5a6f8eff4cccbc2..1c7a8325f9fb33acebc0cf1cc35c33a31dd3b587 100644 --- a/landing/lenses/042000.json +++ b/landing/lenses/042000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,7 +1451,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1473,7 +1473,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1491,15 +1491,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/042040.json b/landing/lenses/042040.json index 7787a6a499d4115207dd962ce69ca8dcd600c5b9..e047166b944ced84d729260f6db70f1f4486d166 100644 --- a/landing/lenses/042040.json +++ b/landing/lenses/042040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1659.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1643.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -974,19 +974,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1007,8 +1007,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,17 +1053,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1098,7 +1098,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1132,7 +1132,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1141,7 +1141,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,10 +1200,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1218,10 +1218,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042110.json b/landing/lenses/042110.json index 154dba2a8dcccf781441695b6edab25786318464..f1ce65dee7ecd7a6a783a8a1b618b7c226e1aa40 100644 --- a/landing/lenses/042110.json +++ b/landing/lenses/042110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042370.json b/landing/lenses/042370.json index df8a75f18eb545f394b0f0a16d70bbdf0b0dfded..bdbd71c970b06fdd8cbf24e0f0eb4905651383e1 100644 --- a/landing/lenses/042370.json +++ b/landing/lenses/042370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -756,14 +756,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -883,15 +883,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -916,8 +916,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -929,7 +929,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -949,8 +949,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -962,17 +962,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -982,7 +982,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1007,7 +1007,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1035,13 +1035,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1050,7 +1050,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1082,10 +1082,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1105,7 +1105,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,88 +1321,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7512b46de7da", - "target": "042370", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.715 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/042420.json b/landing/lenses/042420.json index a8e38e98286c48ab765ff75cdeeff3c54e9fbd8e..f7f989efde70e341ac2a0c23e9968a55fbe94584 100644 --- a/landing/lenses/042420.json +++ b/landing/lenses/042420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042500.json b/landing/lenses/042500.json index 0203bca0216ef51bbef557e3844db19ee16aac37..001b44ee54d6c4e3dca639b7bc748537b33462d1 100644 --- a/landing/lenses/042500.json +++ b/landing/lenses/042500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042510.json b/landing/lenses/042510.json index 80b471e0e65821b7dcd0fb1ebc7980a3a77fb8b6..fa53e1fa27a8093169cc7d89a78bad6301c4afa3 100644 --- a/landing/lenses/042510.json +++ b/landing/lenses/042510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042520.json b/landing/lenses/042520.json index 8b0954d38304f1e8bdcbc429627cfb37995a467f..5d0786dbaa734daf78f604ae1662d0cc098eef98 100644 --- a/landing/lenses/042520.json +++ b/landing/lenses/042520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,10 +1150,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042600.json b/landing/lenses/042600.json index dafae0d530e46c047e12a2ae9f8e22a942b9e920..cce3368fede999220e34a0d7a0f32ef98b166b22 100644 --- a/landing/lenses/042600.json +++ b/landing/lenses/042600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042660.json b/landing/lenses/042660.json index 9395b1224b9553054ed68843de6750a9c46a6713..427fb6a6e2646c3b42319800f372f16c361f9dab 100644 --- a/landing/lenses/042660.json +++ b/landing/lenses/042660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -627,13 +627,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1153,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1569,7 +1569,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1591,7 +1591,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1609,8 +1609,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/042670.json b/landing/lenses/042670.json index 88de0e35b474d750127f85364b5fcd3b0c966722..393b73d20bff081b6d34801a4ea307dcf43babeb 100644 --- a/landing/lenses/042670.json +++ b/landing/lenses/042670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -619,14 +619,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -741,10 +741,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-12-26", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -780,7 +780,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -800,7 +800,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-12-26", "period": "2024", "status": "derived", @@ -821,7 +821,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-12-26", "period": "2024", "status": "observed", @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -930,10 +930,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -957,10 +957,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -975,10 +975,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -989,7 +989,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -997,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1013,7 +1013,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1029,7 +1029,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042700.json b/landing/lenses/042700.json index eb7697eeb79117d99c96349535d63ac719cf8b71..7bc3f34f8e55a4345d711b22ea9f2ce8a6c5c7a5 100644 --- a/landing/lenses/042700.json +++ b/landing/lenses/042700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042940.json b/landing/lenses/042940.json index 1ec72032f34d01859742817b49e8a1700c98c8d9..f538db649bf021493ea8289178ac3350725634da 100644 --- a/landing/lenses/042940.json +++ b/landing/lenses/042940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 43.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.46%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043090.json b/landing/lenses/043090.json index 9325cebb144f8a0088ca5b7e6f041d20b234cf9a..d2dfc178053c337b217da316a8dc921c5c3b7d56 100644 --- a/landing/lenses/043090.json +++ b/landing/lenses/043090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 2044.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 2089.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-07", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-07", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-07", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043100.json b/landing/lenses/043100.json index 177b14a7c79fc81adde98ce24baae33a43f703df..d9245cbfd774cdbb5a494e04bd3f7c547f3be771 100644 --- a/landing/lenses/043100.json +++ b/landing/lenses/043100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 95.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 97.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-07", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-07", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-07", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043150.json b/landing/lenses/043150.json index 9dc05c3c78564aa55d3965c7ae7baa0af58017b4..5adec3be1c71e4431dc3502c006d35d97fc75def 100644 --- a/landing/lenses/043150.json +++ b/landing/lenses/043150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043200.json b/landing/lenses/043200.json index 1bed17781db77c5b49b653bd3f259cd8259c171f..281a4311016f027ed316bb157fa9780ec897a3ca 100644 --- a/landing/lenses/043200.json +++ b/landing/lenses/043200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043220.json b/landing/lenses/043220.json index 6eb50c6398deac1e273cbf134cb5547e0949918a..622cc36959ddee053881989da584b1a4af4e86e4 100644 --- a/landing/lenses/043220.json +++ b/landing/lenses/043220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-12-09", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -1.0, + "score": -0.75, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-12-09", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-12-09", "period": "2025", "status": "observed", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -1.0 + "value": -0.75 } ], "evidence": [ @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043260.json b/landing/lenses/043260.json index bc6661f4921033b9343e1592d03b8a1a7773fe0f..0f06ab9f870dc27717398c24bf9b74b8757efc64 100644 --- a/landing/lenses/043260.json +++ b/landing/lenses/043260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,15 +1504,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/043340.json b/landing/lenses/043340.json index 1f36e22632028aa972188e1c5240b9509fc558bc..914b496754ec44e587085a53909b72474acd2558 100644 --- a/landing/lenses/043340.json +++ b/landing/lenses/043340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -629,14 +629,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -756,10 +756,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -775,10 +775,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -806,7 +806,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043360.json b/landing/lenses/043360.json index bfc7edf295132bf40f8a7c10359a3a70c2b5e813..b7395acd472a805822c516fea91ede5bc4cb6cd6 100644 --- a/landing/lenses/043360.json +++ b/landing/lenses/043360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043370.json b/landing/lenses/043370.json index dffebb3392c41bc8988adfc0701122d841824ecd..a5a59b5e3d8da13b0e305f072eeba9bb635f4e53 100644 --- a/landing/lenses/043370.json +++ b/landing/lenses/043370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043590.json b/landing/lenses/043590.json index e2bdeb982eb357286e0be57141c8458504543eba..8728ea0395cbe34561c3de29abd10fc0abc4d548 100644 --- a/landing/lenses/043590.json +++ b/landing/lenses/043590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 43.50, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 39.47, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 43.5, + "grade": "dCR-BB", + "score": 39.47, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 43.91, + "grade": "dCR-BB", + "score": 39.91, "assumptions": { "scenarioStress": "moderate" } @@ -907,12 +907,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 2.5, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 10.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1253,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1294,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043610.json b/landing/lenses/043610.json index fd1e356b85cf998e0f4a1ec3db10489189d7c9a9..42d8f1e7ac9f89c265f7ed40f7db7da95cb26913 100644 --- a/landing/lenses/043610.json +++ b/landing/lenses/043610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1668,7 +1668,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1690,7 +1690,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1708,8 +1708,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/043650.json b/landing/lenses/043650.json index 808bb58a6c6776e88be1f97c9b9992702d2ba83a..90830e5a78c8e555f3b938272c624925cf836687 100644 --- a/landing/lenses/043650.json +++ b/landing/lenses/043650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,10 +1054,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,10 +1194,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043710.json b/landing/lenses/043710.json index 7f558e6861581c63e20f12e4fad4c30d074139d4..2537c4417f21fd1b0629650f0a78ac6c2a95e6f0 100644 --- a/landing/lenses/043710.json +++ b/landing/lenses/043710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 21.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 22.50%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043910.json b/landing/lenses/043910.json index f65dbf0b3845ad5d56552eeb4bec5def2a43c860..029ce974278f5e6f102cf5669eeafac912fd32c0 100644 --- a/landing/lenses/043910.json +++ b/landing/lenses/043910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 11.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 11.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044060.json b/landing/lenses/044060.json index 8825cd78800e22635cd598159fab4a1baecfc997..a31773177897af2b187a7ef6aa54c381594cc154 100644 --- a/landing/lenses/044060.json +++ b/landing/lenses/044060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044180.json b/landing/lenses/044180.json index 4ab59da63eeb672b6bf81b82dbb94282d80cead9..36550e55b818cbe79a1c828cc995af2494fe1c86 100644 --- a/landing/lenses/044180.json +++ b/landing/lenses/044180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 610.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 603.17%). 최근 주가 하락이 반영된 결과", "D/EBITDA 25.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044340.json b/landing/lenses/044340.json index 6b72f3133df5fb31ea8b1a4d9942f0fa18d99d09..f84ffc3becc2c0648eb9d3bad87fbd82e3860b1e 100644 --- a/landing/lenses/044340.json +++ b/landing/lenses/044340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044380.json b/landing/lenses/044380.json index 28c0c6ca97f62149e9817bfaa46c1a7471669c0e..3aa93d938f9c1331c83ad6f0432092abf17f8263 100644 --- a/landing/lenses/044380.json +++ b/landing/lenses/044380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,18 +547,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 23.36, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 25.61, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,14 +743,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 23.36, + "score": 25.61, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 23.71, + "score": 25.96, "assumptions": { "scenarioStress": "moderate" } @@ -837,6 +837,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -978,19 +979,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1011,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1024,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,17 +1058,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1102,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1130,13 +1131,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1145,7 +1146,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1158,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1177,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044450.json b/landing/lenses/044450.json index d1974e92a0e00d6f814d335ea73dd128155314ad..d155ee336c3caf997d1bcba0032d4d0c8172ad8f 100644 --- a/landing/lenses/044450.json +++ b/landing/lenses/044450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044480.json b/landing/lenses/044480.json index 299cbc724ac44b486b5156f32485fb542cbc51b7..45e8795c5e1a20a5e9ad02bf0a4eafc4225176de 100644 --- a/landing/lenses/044480.json +++ b/landing/lenses/044480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 133.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 153.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -980,19 +980,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-08-13", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1013,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-13", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1059,17 +1059,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-13", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-13", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1138,7 +1138,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1147,7 +1147,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1382,88 +1382,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9568fb17eabf", - "target": "044480", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.771 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-13", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/044490.json b/landing/lenses/044490.json index 3fad9c3af2fa7494ad33600a43097f5f210c0faf..673857528e09bfd73a29d90467d8194c7cf67157 100644 --- a/landing/lenses/044490.json +++ b/landing/lenses/044490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -628,18 +628,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 14.41, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 13.45, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -824,14 +824,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 14.41, + "score": 13.45, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 15.08, + "score": 14.02, "assumptions": { "scenarioStress": "moderate" } @@ -917,7 +917,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 4.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044780.json b/landing/lenses/044780.json index f71fb0fab45127f9cb4745b575da50735a1824d0..3381d4f041b31e4f585294152d25d9f5f7f2ee98 100644 --- a/landing/lenses/044780.json +++ b/landing/lenses/044780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044820.json b/landing/lenses/044820.json index 81ebd1c769d6cd9895eddd3c4e0c96e55619e603..a4090aa53f5d9fb7922d14d014cd1e7cadfd46b6 100644 --- a/landing/lenses/044820.json +++ b/landing/lenses/044820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1130,10 +1130,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044960.json b/landing/lenses/044960.json index 3c44e3ecbb114a662d02e74fd485b16f870ae2aa..7c4d53bc5d15b41d68db88aed1bd294cc2d8bfbd 100644 --- a/landing/lenses/044960.json +++ b/landing/lenses/044960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1259,10 +1259,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044990.json b/landing/lenses/044990.json index 79d1a3986a8c9c5ba0a5304253c2e39945070209..993351c2338f0f80203378c3aaaa758822b0686f 100644 --- a/landing/lenses/044990.json +++ b/landing/lenses/044990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -568,14 +568,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -695,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -734,7 +734,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -754,8 +754,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -775,8 +775,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -803,7 +803,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -865,10 +865,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -884,10 +884,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -915,7 +915,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045060.json b/landing/lenses/045060.json index 75288d9df043bebc2244c74b703a6eafa001b2cd..863c584ba116ace358f0ebf0c91007c5010adc0f 100644 --- a/landing/lenses/045060.json +++ b/landing/lenses/045060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045100.json b/landing/lenses/045100.json index 75bae7fca13f6ac7674f6d973eefe3fe89af7593..7c1d1807df9e0ad2411244b8b8e0f6ff3841cd90 100644 --- a/landing/lenses/045100.json +++ b/landing/lenses/045100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045300.json b/landing/lenses/045300.json index e41dcea51b8ce0c38e20942b78734edf74cf749e..fc928ef35bddfedcd05b1854a4d1734601de27e1 100644 --- a/landing/lenses/045300.json +++ b/landing/lenses/045300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045340.json b/landing/lenses/045340.json index 291dc843be545a4f53b2bb9afe10ddab2bf8e9b3..b192e74b997321344e361a83639e805f11d36d34 100644 --- a/landing/lenses/045340.json +++ b/landing/lenses/045340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,10 +1248,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045390.json b/landing/lenses/045390.json index 8f47b0d69103375b9f7cb9bb6e4749f3be848b6c..68e9dbec80950b16aeddba0ab0e7cdcb97f70a7a 100644 --- a/landing/lenses/045390.json +++ b/landing/lenses/045390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045510.json b/landing/lenses/045510.json index e665433b8c9ea377053b5141106e440ba84138fb..70a50b88b77145c2d65617c341d689772a5c5071 100644 --- a/landing/lenses/045510.json +++ b/landing/lenses/045510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -747,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -766,10 +766,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -789,7 +789,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -797,7 +797,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045520.json b/landing/lenses/045520.json index e480971bb5cd1762acf1938d8ead02a63bc8964f..8f6e57c16845ec0507b305112b48224b35f23eac 100644 --- a/landing/lenses/045520.json +++ b/landing/lenses/045520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 17.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 13.39%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045660.json b/landing/lenses/045660.json index f83e0ad41b869f001cb90859e137e23b6bd4905f..35e4f6b1f839f23ffae7ead1ce08c3d73e88cdf4 100644 --- a/landing/lenses/045660.json +++ b/landing/lenses/045660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045970.json b/landing/lenses/045970.json index fc850df317f1f746023b1a1fd31a7ea370e45a13..bbf857dd6f7f03ca92e2c91bcd3327823e757069 100644 --- a/landing/lenses/045970.json +++ b/landing/lenses/045970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 71점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 14.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 16.67%). 최근 주가 하락이 반영된 결과", "D/EBITDA 40.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1195,13 +1195,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046070.json b/landing/lenses/046070.json index 3de6a9c9f3bf18a4e9f4f0c15090ef0d11feda22..47eeb3fd84d0a10837ceb0549ffa800ab91bdd1d 100644 --- a/landing/lenses/046070.json +++ b/landing/lenses/046070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-B", - "summary": "dCR 위험점수 60.94, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B-", + "summary": "dCR 위험점수 64.75, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B", - "score": 60.94, + "grade": "dCR-B-", + "score": 64.75, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B", - "score": 61.16, + "grade": "dCR-B-", + "score": 64.93, "assumptions": { "scenarioStress": "moderate" } @@ -907,11 +907,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 7.0, + "pdEstimate": 10.0, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 77점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 106.83%). 최근 주가 하락이 반영된 결과", "D/EBITDA 279.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": null, + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, - "status": "partial", + "status": "usable", "conclusion": { "label": "괴리 판단 보류", "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,6 +1085,13 @@ "score": -0.275, "direction": "negative", "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" } ], "claims": [ @@ -1094,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,19 +1122,40 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": null, + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", "evidenceRefs": [ "quant.fundamental", - "quant.expectation" + "quant.expectation", + "quant.price" ], "falsifierRefs": [ "classificationBreak" ], "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 } ], "evidence": [ @@ -1145,6 +1174,14 @@ "status": "estimated", "observedAt": null, "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-11", + "detail": "괴리 판정의 price 입력" } ], "assumptions": [ @@ -1160,12 +1197,6 @@ "status": "unsupported", "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", "sourceRef": "dartlab://gather/revenueConsensus" - }, - { - "id": "quant.priceReaction", - "status": "missing", - "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", - "sourceRef": "dartlab://quant/verdict" } ], "scenarios": [ @@ -1205,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1224,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1349,8 +1380,8 @@ } }, "statusCounts": { - "partial": 3, - "usable": 2 + "partial": 2, + "usable": 3 }, "gaps": [ { @@ -1416,13 +1447,6 @@ "sourceRef": "dartlab://gather/revenueConsensus", "engine": "quant" }, - { - "id": "quant.priceReaction", - "status": "missing", - "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", - "sourceRef": "dartlab://quant/verdict", - "engine": "quant" - }, { "id": "macro.edge.hy-risk-premium.companyEvidence", "status": "partial", @@ -1438,8 +1462,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "productNotUsable" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/046120.json b/landing/lenses/046120.json index b7cd10ed294b03ebc0009a888b8750dc3b4e584a..dfff00a29bda67ada8fbe9e4cacfc0fdf9046f12 100644 --- a/landing/lenses/046120.json +++ b/landing/lenses/046120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 47.10, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 45.35, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 47.1, + "score": 45.35, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 47.72, + "score": 46.08, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f1f8bee4d3ff", + "target": "046120", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.345 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/046210.json b/landing/lenses/046210.json index 6100427d25d8b76e7712dcc6a43f34f6e8e5d4d7..8d555d0e5af9571f9459a60bc05f60353ab7bc98 100644 --- a/landing/lenses/046210.json +++ b/landing/lenses/046210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046310.json b/landing/lenses/046310.json index 8408870f00ae5c275a9c98f47a882707058146ce..30b79801335799743d668b21d00b309db7fc6421 100644 --- a/landing/lenses/046310.json +++ b/landing/lenses/046310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046390.json b/landing/lenses/046390.json index fbd1cde48f490d8450c336aa9015f207e4189da0..a8037980ad4b931fd13504a4e445ed2064fd0448 100644 --- a/landing/lenses/046390.json +++ b/landing/lenses/046390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -969,19 +969,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1127,7 +1127,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1379,88 +1379,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3988cd4587ff", - "target": "046390", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.246 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/046400.json b/landing/lenses/046400.json index ea83520c590088ebc59746948741403a40300c6d..d3d9f4b557b8502c53d02e3926b4d7ccc3f1c631 100644 --- a/landing/lenses/046400.json +++ b/landing/lenses/046400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -530,13 +530,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -961,10 +961,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1111,10 +1111,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1130,10 +1130,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,10 +1157,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1175,10 +1175,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046440.json b/landing/lenses/046440.json index e9980d91eaecbe55b87e65a200fb036de7f9109d..da1544fd07ce068de53fe3192769d4be6c85533f 100644 --- a/landing/lenses/046440.json +++ b/landing/lenses/046440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046890.json b/landing/lenses/046890.json index 3fce5f30af52af35ec0c82188d87a45cfe68d54e..7a6fede537afb7a2d1a59741d3e0d9b5c9d669e7 100644 --- a/landing/lenses/046890.json +++ b/landing/lenses/046890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1554,12 +1554,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:73055a926e9a", + "target": "046890", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.484 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/046940.json b/landing/lenses/046940.json index 32f17c92f14453d8ef6f37b6b2cbf96688e009ff..28c0e6d84c88d66fecd97848eb1e109c9e63730e 100644 --- a/landing/lenses/046940.json +++ b/landing/lenses/046940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/046970.json b/landing/lenses/046970.json index b5670d10aa432e49842320221f81ac19da6619ae..5adcb1c997cd6c20ad5c822ced9250c07f765fc6 100644 --- a/landing/lenses/046970.json +++ b/landing/lenses/046970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047040.json b/landing/lenses/047040.json index e02d6c12b311e4e48992423b7b5551a7b23d4c87..c94d75084415db9424d684348d590f6ac5aed88e 100644 --- a/landing/lenses/047040.json +++ b/landing/lenses/047040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,12 +1460,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:956fce66f337", + "target": "047040", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/047050.json b/landing/lenses/047050.json index a8fee263cbfd5c6f821f899297027abf2a3c8200..2825fe054cbca64c9739bef821edc4e90e15760b 100644 --- a/landing/lenses/047050.json +++ b/landing/lenses/047050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,17 +620,17 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", + "label": "dCR-A-", "summary": "dCR 위험점수 23.57, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", + "grade": "dCR-A-", "score": 23.57, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", + "grade": "dCR-A-", "score": 24.61, "assumptions": { "scenarioStress": "moderate" @@ -906,11 +906,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.08, "notchAdjustment": { - "totalNotch": 1, + "totalNotch": 2, "reasons": [ - "중대형기업 (매출 32조)" + "중대형기업 (매출 32조)", + "시가총액 10조" ] }, "divergenceExplanation": [ @@ -928,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047080.json b/landing/lenses/047080.json index c3bb316da72ee39dc0638464bf7036dcb052c147..608abb664c4f1b6b0e68f1524b53fd87a6b7ac34 100644 --- a/landing/lenses/047080.json +++ b/landing/lenses/047080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047310.json b/landing/lenses/047310.json index 99aaab82726d7cbf2ffe2761f888872175d462bb..352f84603f89a0d91380d58580f01dca6b078f95 100644 --- a/landing/lenses/047310.json +++ b/landing/lenses/047310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047400.json b/landing/lenses/047400.json index f2a77fc8e178cc2e3bf996c8bddf2411096dd916..4b5c5d3db077373ac2cf868bdefcfa882d5052b8 100644 --- a/landing/lenses/047400.json +++ b/landing/lenses/047400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 26.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 27.64%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1562,7 +1562,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1584,7 +1584,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1602,15 +1602,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/047560.json b/landing/lenses/047560.json index e5ab1598a071dbedd01e60bbab86d78fbcae7512..bdd68bd8698062a177645910e0520fedc33ff032 100644 --- a/landing/lenses/047560.json +++ b/landing/lenses/047560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -968,15 +968,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1385,12 +1385,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e27ed5bdfac7", + "target": "047560", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.648 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/047730.json b/landing/lenses/047730.json index 8912283f691f9273b89f8d402c194c10ff0dc520..f71f7249134392ab40cde4033935dc7905b8db58 100644 --- a/landing/lenses/047730.json +++ b/landing/lenses/047730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047770.json b/landing/lenses/047770.json index 7bf95f8d33d88c1a494c17a6f2da92737483c25a..129155052de8406dd16c048935f37d755c720406 100644 --- a/landing/lenses/047770.json +++ b/landing/lenses/047770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047810.json b/landing/lenses/047810.json index 86061fb052a4a45e77817aa88262db1c48668aa2..ae040e2c71452708d2406def7e2ef996c09275a5 100644 --- a/landing/lenses/047810.json +++ b/landing/lenses/047810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1472,7 +1472,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1494,7 +1494,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1512,8 +1512,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/047820.json b/landing/lenses/047820.json index 71b1a5acab0569c7f96181d5162580f58d7cfd14..a99619be03c72a5050c666eb7830e0a3743a2ba9 100644 --- a/landing/lenses/047820.json +++ b/landing/lenses/047820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047920.json b/landing/lenses/047920.json index cf335e5a90e9303d93fa2869fee227ee0e5edea0..91f0efe2beec39afc00afea3df33cd7dfad8c954 100644 --- a/landing/lenses/047920.json +++ b/landing/lenses/047920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,14 +632,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -759,10 +759,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -778,10 +778,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -809,7 +809,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048260.json b/landing/lenses/048260.json index 77a70423a80a96d764cd7f9c13a6673b809b8e52..f99e5d96d598ee17e1b8bc87f2ee354b9dd5c45f 100644 --- a/landing/lenses/048260.json +++ b/landing/lenses/048260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048410.json b/landing/lenses/048410.json index 8f4b3553fba3c5cebc99cc1c4b59dbb47dedef6e..2ee77b6044462eb00ef7eea3831696233c2dd957 100644 --- a/landing/lenses/048410.json +++ b/landing/lenses/048410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048430.json b/landing/lenses/048430.json index b4425b86173b567c9c95af719625495e25a30b5b..ede96172b155952e051ad85649623078101be9ae 100644 --- a/landing/lenses/048430.json +++ b/landing/lenses/048430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048470.json b/landing/lenses/048470.json index ac91864a646bc3ce0d38a0678fe2903c387250c9..b34de50141add29f5d97aa54c751cfbdd20607e0 100644 --- a/landing/lenses/048470.json +++ b/landing/lenses/048470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -922,7 +922,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048530.json b/landing/lenses/048530.json index 04052b14779ce2c4086ab39d7f3190adace47320..a88f3ba69a67ced8dd83c7fe5de49d265f9e0746 100644 --- a/landing/lenses/048530.json +++ b/landing/lenses/048530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c466352963d8", - "target": "048530", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.638 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/048550.json b/landing/lenses/048550.json index 171b203627048cf9123c73a8fd97443234aee0cc..25b20fb263301aacd5641b0607473231164c595b 100644 --- a/landing/lenses/048550.json +++ b/landing/lenses/048550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -966,19 +966,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -992,8 +992,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,17 +1037,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1114,7 +1114,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1123,7 +1123,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048770.json b/landing/lenses/048770.json index 9d4f28b154e495ac3928410e0cba90c74871f5aa..2ad62288bfdee68a4e58503b672a28e86f81d8e0 100644 --- a/landing/lenses/048770.json +++ b/landing/lenses/048770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 53.98, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 54.43, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 53.98, + "score": 54.43, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B", - "score": 55.31, + "score": 55.56, "assumptions": { "scenarioStress": "moderate" } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048830.json b/landing/lenses/048830.json index 5e06d291fe353eb3feaa03be78d9fd781fcca055..a23c7f626986e9c6d80cd9088da0381cf8805fa9 100644 --- a/landing/lenses/048830.json +++ b/landing/lenses/048830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048870.json b/landing/lenses/048870.json index 293f27037568140b703540750cd564cb38d7df85..495e5ce0075b89a8959cd680336b731bd174d1a6 100644 --- a/landing/lenses/048870.json +++ b/landing/lenses/048870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.07%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/048910.json b/landing/lenses/048910.json index 0ad414825bdae40fe9243caae6877f84923ff5bc..c37d156306d5c278696f7e28a456700e7fa1fea2 100644 --- a/landing/lenses/048910.json +++ b/landing/lenses/048910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049070.json b/landing/lenses/049070.json index 8d5d752472f1b01a09c2cb03eef125e89732b1ac..a182a8a1332971e885d6ecc0af40b8dc86c13ddc 100644 --- a/landing/lenses/049070.json +++ b/landing/lenses/049070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,15 +1061,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,12 +1463,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0db3764c8a78", + "target": "049070", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.656 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/049080.json b/landing/lenses/049080.json index 243810e059e931a72f19f98a6eda88c6e0c5a81c..8e0b7b6e467b6173655047c799b9b7698c0e92f2 100644 --- a/landing/lenses/049080.json +++ b/landing/lenses/049080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1546,12 +1546,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c782ba48b525", + "target": "049080", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.591 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/049120.json b/landing/lenses/049120.json index d97c04cbc8e53c5f8353c0f759d91ea05dc175ad..119a5e89d20ce42bd061a79be37b65e577ebb40c 100644 --- a/landing/lenses/049120.json +++ b/landing/lenses/049120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -545,18 +545,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 54.08, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B", + "summary": "dCR 위험점수 57.60, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -740,15 +740,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 54.08, + "grade": "dCR-B", + "score": 57.6, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 54.71, + "grade": "dCR-B", + "score": 58.39, "assumptions": { "scenarioStress": "moderate" } @@ -831,12 +831,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 4.0, + "pdEstimate": 7.0, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 70점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 29.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049130.json b/landing/lenses/049130.json index 668fa809d4c542ceafada241c4940c55f07b54df..d84d77f073d8512c76e9047b7f95635ea2349864 100644 --- a/landing/lenses/049130.json +++ b/landing/lenses/049130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -551,10 +551,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -569,10 +569,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -591,7 +591,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049180.json b/landing/lenses/049180.json index 3919fa00a553edd8be3e91f8168b954d93c7f2d9..71fede0d3065c3b9494b5ff3ea37422c2245c506 100644 --- a/landing/lenses/049180.json +++ b/landing/lenses/049180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-16", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-16", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-16", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049430.json b/landing/lenses/049430.json index 678004c2ab1a0e5b8e92b65449abb676b6c0b81d..e9492629739352d512de3a8eb106046b10880377 100644 --- a/landing/lenses/049430.json +++ b/landing/lenses/049430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/049470.json b/landing/lenses/049470.json index 9c5baacabe118c01500e1347451d0b047510592a..c99fef0df42821c93791f3fd2111738683685cc7 100644 --- a/landing/lenses/049470.json +++ b/landing/lenses/049470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,10 +1113,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049480.json b/landing/lenses/049480.json index 9476518110e7b5e9166cb60a4fc202be1503786a..580784c528dc546b72c580ac9c3e0ab4a434e4c3 100644 --- a/landing/lenses/049480.json +++ b/landing/lenses/049480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:fb60151cb112", - "target": "049480", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.549 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/049520.json b/landing/lenses/049520.json index f7151b75151d4dc0867360fbbc285da42cbf13b1..89a550403140fb83e5c474071388b85036e02f21 100644 --- a/landing/lenses/049520.json +++ b/landing/lenses/049520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049550.json b/landing/lenses/049550.json index 40a52353ab4af761556b6210e5175ef0222d63c7..8520a8db2a3289eb848fdb23f109f523a02c55c0 100644 --- a/landing/lenses/049550.json +++ b/landing/lenses/049550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049630.json b/landing/lenses/049630.json index b09e8a23545a2e30dff381c769220757f5ec7936..43254bfdf546064fabb18df5fc399708ea038862 100644 --- a/landing/lenses/049630.json +++ b/landing/lenses/049630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049720.json b/landing/lenses/049720.json index ab1e29637f7b40f0b8a95a2a56be69c2692bc597..d76853e7e807d94584174d27511b7030a1bee15d 100644 --- a/landing/lenses/049720.json +++ b/landing/lenses/049720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/049770.json b/landing/lenses/049770.json index 45cb9bb9cffe8406c5290070bbeba3a66ace827c..3340fe2767187f1f6dd71ac2aa122c53558dbdf6 100644 --- a/landing/lenses/049770.json +++ b/landing/lenses/049770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049800.json b/landing/lenses/049800.json index 3c9e4a6c3001464bf79afec0c87b9df14c5d2ac8..40a317bf12ea7ac9c635b46492a9fcbec0d8e071 100644 --- a/landing/lenses/049800.json +++ b/landing/lenses/049800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,14 +622,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -768,10 +768,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -791,7 +791,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049830.json b/landing/lenses/049830.json index 5b0231fd214be0ebfbaab5805c6350c59d18d80e..e6ea825536f9c0420141bbcf72598dad03cee464 100644 --- a/landing/lenses/049830.json +++ b/landing/lenses/049830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,10 +1242,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1260,10 +1260,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049950.json b/landing/lenses/049950.json index eaf85ac9104bae1873a51bd5b85b5c754390ebde..0ff80b5dae7d7ee864d2f15f693720816c136ce8 100644 --- a/landing/lenses/049950.json +++ b/landing/lenses/049950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049960.json b/landing/lenses/049960.json index 336aa7cd88faed3b2e8b51470fc1a84cba607206..24ee8f7764a364ef6287406cbe7a1948f3bf7173 100644 --- a/landing/lenses/049960.json +++ b/landing/lenses/049960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050090.json b/landing/lenses/050090.json index 70e35da2015ed8ecb1a393c898fd3cf90cfc337f..c3898a1b2d17af1326f606ca43b6bb5eee335074 100644 --- a/landing/lenses/050090.json +++ b/landing/lenses/050090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -934,8 +934,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -954,8 +954,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1061,10 +1061,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,7 +1084,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1092,7 +1092,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050110.json b/landing/lenses/050110.json index 5f6cc1b7122ddf39d95f3dce945a582984140a34..537280f5ec7bc4ab470733e22873dcf394d69752 100644 --- a/landing/lenses/050110.json +++ b/landing/lenses/050110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-10", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050120.json b/landing/lenses/050120.json index 5e2d463a9c97fe21bc7c848e170a3677fe3244fa..8e00dafc750a4aa3c27ea40e2956e0c9610ce623 100644 --- a/landing/lenses/050120.json +++ b/landing/lenses/050120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1144,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1163,10 +1163,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,10 +1190,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1208,10 +1208,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050540.json b/landing/lenses/050540.json index 4b263cf7db207230a41690f106dde48d00a50b10..3f565b61b2208ee822b97b01469a667bce2533e9 100644 --- a/landing/lenses/050540.json +++ b/landing/lenses/050540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050760.json b/landing/lenses/050760.json index 82b83099375beb1df10177cc956bdfc2ddfe61b4..ec98b262ecddd0af0bd3bb7dedde54fe68e44f95 100644 --- a/landing/lenses/050760.json +++ b/landing/lenses/050760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/050860.json b/landing/lenses/050860.json index 8c2ed9e603ebb392db1e870ed3439d1a1b7c178f..03b10e2085322c6965bf609377ffdf0159c637fc 100644 --- a/landing/lenses/050860.json +++ b/landing/lenses/050860.json @@ -20,40 +20,40 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, - "period": "2025", - "knowledgeBoundary": "2026-09-06" + "period": "2026", + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -107,12 +107,12 @@ { "id": "debtRatio", "label": "부채비율", - "value": 56.37, + "value": 50.84, "unit": "%", "direction": "positive", "scoreContribution": 1, "sourceRef": "resilience.leverageTrend", - "period": "2025" + "period": "2026" }, { "id": "interestCoverage", @@ -133,37 +133,37 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -184,39 +184,39 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, - "period": "2025", + "period": "2026", "status": "derived", "sourceRef": "dartlab://analysis/050860/representative.blocks.earnings.growthTrend", "evidenceRefs": [ @@ -235,37 +235,37 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -286,39 +286,39 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, - "period": "2025", + "period": "2026", "status": "derived", "sourceRef": "dartlab://analysis/050860/representative.blocks.earnings.growthTrend", "evidenceRefs": [ @@ -561,12 +561,12 @@ { "id": "debtRatio", "label": "부채비율", - "value": 56.37, + "value": 50.84, "unit": "%", "direction": "positive", "scoreContribution": 1, "sourceRef": "resilience.leverageTrend", - "period": "2025" + "period": "2026" }, { "id": "interestCoverage", @@ -600,18 +600,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 19.91, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 16.90, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -795,15 +795,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 19.91, + "grade": "dCR-A-", + "score": 16.9, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 20.12, + "grade": "dCR-A-", + "score": 17.15, "assumptions": { "scenarioStress": "moderate" } @@ -829,6 +829,12 @@ "narratives" ], "gradeHistory": [ + { + "period": "2026", + "score": 4.79, + "grade": "AA+", + "pdEstimate": 0.01 + }, { "period": "2025", "score": 5.37, @@ -870,12 +876,6 @@ "score": 17.23, "grade": "A-", "pdEstimate": 0.08 - }, - { - "period": "2018", - "score": 0.33, - "grade": "AAA", - "pdEstimate": 0.0 } ], "coverage": { @@ -886,7 +886,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.15, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050890.json b/landing/lenses/050890.json index 2595e220e7c9de30ad90c1b6736e29b8129af3b8..802e329893eb6792a356d1991f16401ec4442af3 100644 --- a/landing/lenses/050890.json +++ b/landing/lenses/050890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050960.json b/landing/lenses/050960.json index 1270097898e6cef4b19b28bfc5947f2f27b09fcd..168e2238aea3e73d3adfbd478ebd5829c37e225c 100644 --- a/landing/lenses/050960.json +++ b/landing/lenses/050960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1194,13 +1194,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051160.json b/landing/lenses/051160.json index d9dfca8b3f7233500947c06ebae57698f4746242..d4adb0b338bd7d3092410e3185a7ce5b84a107e8 100644 --- a/landing/lenses/051160.json +++ b/landing/lenses/051160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051310.json b/landing/lenses/051310.json index ffe9107d33f7c01b502cbaccbc9c2d1f2a571508..de934a1923eccca68f3ee554a81a1600ab892c4a 100644 --- a/landing/lenses/051310.json +++ b/landing/lenses/051310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051360.json b/landing/lenses/051360.json index 5c402789dfb7f7e54fa0e291db4b99fe2372892b..658a8cb7aa90a4f83cdedab5920a73781cbb3325 100644 --- a/landing/lenses/051360.json +++ b/landing/lenses/051360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051370.json b/landing/lenses/051370.json index 5cac1ba3d23c33e56b62d54bd0d2b450058713a0..1d7ddec335703f18e5456f2e70ebdb9321d5b6f2 100644 --- a/landing/lenses/051370.json +++ b/landing/lenses/051370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2018", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.99%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051380.json b/landing/lenses/051380.json index 9644e93e94e0c3b8b062862cc82d34069b2b39e7..85b5cc395fd53bb04b7af0ac31eb0d730c1ebe2e 100644 --- a/landing/lenses/051380.json +++ b/landing/lenses/051380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.6점 하향 (PD 5.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 5.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051390.json b/landing/lenses/051390.json index 519329d498105ccc8bad12ab355ff6dc1a6e6c6e..639553f1e92a20a4f559b27aa0040c6e3452b1f3 100644 --- a/landing/lenses/051390.json +++ b/landing/lenses/051390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051490.json b/landing/lenses/051490.json index da351f67786b4a98c48516e421e068182948c5ad..c66c44abbfc9cdbe58967f76920de4fd38c830d8 100644 --- a/landing/lenses/051490.json +++ b/landing/lenses/051490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 8.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 8.45%). 최근 주가 하락이 반영된 결과", "D/EBITDA 72.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051500.json b/landing/lenses/051500.json index 51f2c32eddbeb65bdbc2c88e52e2cdae8b9e6a10..ad5a13e4328dc33f303f4c0c6b19b779e2d7db0d 100644 --- a/landing/lenses/051500.json +++ b/landing/lenses/051500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 7.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 7.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1557,12 +1557,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9e4d88919867", + "target": "051500", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.43 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/051600.json b/landing/lenses/051600.json index f79a3fc36fb4e8ce0b4f775d2a05b30de0d8daf5..e800f1e2f07596b64ea220a4c2f78e6c5e79e7ca 100644 --- a/landing/lenses/051600.json +++ b/landing/lenses/051600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051630.json b/landing/lenses/051630.json index e2253b48c764fbd47627b5b372441795c02a3b0b..d0b888728f8e7f25e8a4a68b1d75fb9c84f7634c 100644 --- a/landing/lenses/051630.json +++ b/landing/lenses/051630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 10.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,10 +1107,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051780.json b/landing/lenses/051780.json index 96b4929aba2584279cf693c7f12113e9409963d0..e60bae32c620da1920dfd0ebf68cedc8dbb0757e 100644 --- a/landing/lenses/051780.json +++ b/landing/lenses/051780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 75.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 71.71%). 최근 주가 하락이 반영된 결과", "D/EBITDA 3830.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051900.json b/landing/lenses/051900.json index 620210515c10d6e20045c1458ef2b414871d838c..6dd41b5a60145f74bc7387bf5625eddd101e913a 100644 --- a/landing/lenses/051900.json +++ b/landing/lenses/051900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051910.json b/landing/lenses/051910.json index c2a0f6950c62b02b8dcfe39cf49ad2d5f1c9e3c4..0c632898c9ca58c50900b860237087054ccbd114 100644 --- a/landing/lenses/051910.json +++ b/landing/lenses/051910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -767,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,10 +785,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -803,10 +803,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -817,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -849,7 +849,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051980.json b/landing/lenses/051980.json index b4df07f577081cf5b44d5f7062d524ceead64a12..4cd62640e08d8c1892da7af85958ba912d1e2336 100644 --- a/landing/lenses/051980.json +++ b/landing/lenses/051980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,10 +1058,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-10", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052020.json b/landing/lenses/052020.json index 0185d95424d8b76ed288ed6b61892fbc0bc56d62..daf446593d299cae67067e6a612bc8d7d136a05f 100644 --- a/landing/lenses/052020.json +++ b/landing/lenses/052020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -941,7 +941,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052190.json b/landing/lenses/052190.json index 814ede0a4b28eae1db698d617024b4618bc5bd83..2e369ea27674a7c44e314db083870591652b129c 100644 --- a/landing/lenses/052190.json +++ b/landing/lenses/052190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -888,10 +888,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -927,7 +927,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,10 +1084,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1102,10 +1102,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052220.json b/landing/lenses/052220.json index f31a5af305eac5e831854af61385d53333a0ee29..7b0cc3370c2ab4ca21fccaffd35bed889a1c36ef 100644 --- a/landing/lenses/052220.json +++ b/landing/lenses/052220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052260.json b/landing/lenses/052260.json index 08e8cb10d1838a455e8da4dcead26cc809f898c0..a15f7fc4c8a32c7640e781295966950e033f37c3 100644 --- a/landing/lenses/052260.json +++ b/landing/lenses/052260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052270.json b/landing/lenses/052270.json index a1881c67cc583c7233acfa2219bf55a5a2f26cb7..077c84be141f22b982cabce4701b74d08a346832 100644 --- a/landing/lenses/052270.json +++ b/landing/lenses/052270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -558,13 +558,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,7 +683,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1114,10 +1114,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1133,10 +1133,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,10 +1160,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1178,10 +1178,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052300.json b/landing/lenses/052300.json index cd459d513ec7423549f365cc1db60a2edec1b61e..60344a7b94841ccdf10bce461b8c87dc9572588b 100644 --- a/landing/lenses/052300.json +++ b/landing/lenses/052300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052330.json b/landing/lenses/052330.json index 938ceb8bb18facc7bc9a91c58c27badbdec79695..ab78374671a5309b4702d416d6a916a6ca6696a7 100644 --- a/landing/lenses/052330.json +++ b/landing/lenses/052330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1450,12 +1450,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:629a2c207ad7", + "target": "052330", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.606 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/052400.json b/landing/lenses/052400.json index af3a1705c299bc7bd8ae96462e14b5c58994d87e..91a6ed6637940d9a23fc0733e53987efc4569ac4 100644 --- a/landing/lenses/052400.json +++ b/landing/lenses/052400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/052420.json b/landing/lenses/052420.json index 48a851fa34af21eb763e626404cf6bb6fc88cec7..04fd476172cbea7157e66f6bc12032bc7ae4f7fa 100644 --- a/landing/lenses/052420.json +++ b/landing/lenses/052420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052460.json b/landing/lenses/052460.json index b4f7324ca0686cbc778fb172d41f6b854294f640..084f2d456b6817c7229d57e1f8fb1973952695af 100644 --- a/landing/lenses/052460.json +++ b/landing/lenses/052460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052600.json b/landing/lenses/052600.json index e238d1bb8bd0e670d56c3b52bfaa8a71dabbc3b6..069dea33659186aa36228421e3337700cab22069 100644 --- a/landing/lenses/052600.json +++ b/landing/lenses/052600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052670.json b/landing/lenses/052670.json index 29f2a7999ea80fe1f6843be2bbe1cffea4e603d3..1df5a3d4df4109bee51e8c89ae237dccee879e0f 100644 --- a/landing/lenses/052670.json +++ b/landing/lenses/052670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-02-20", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-02-20", "period": null, "status": "derived", @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-02-20", "period": null, "status": "observed", @@ -1114,10 +1114,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1133,10 +1133,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,10 +1160,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1178,10 +1178,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052690.json b/landing/lenses/052690.json index a28dcd4c0202f360de612fcb344e026342c06383..4b7f992a776e10dc94fc61155f44ebdf5b14c6a6 100644 --- a/landing/lenses/052690.json +++ b/landing/lenses/052690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1047,19 +1047,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1199,13 +1199,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052710.json b/landing/lenses/052710.json index 42d44ce28c1ee356b464e2ca080ed0c680477153..5c319af95e5a1fb35a5ae58c80a1cfc744f4e78b 100644 --- a/landing/lenses/052710.json +++ b/landing/lenses/052710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 41.70, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 37.55, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 41.7, + "score": 37.55, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 42.95, + "grade": "dCR-BB", + "score": 38.89, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -916,7 +911,6 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.6점 하향 (PD 10.63%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1092,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1226,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1239,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b59f457415d5", - "target": "052710", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/052770.json b/landing/lenses/052770.json index bf10612ba7108a5c95a8687a6082d9dfdbaa5224..64dcaf962e424e281ff199f2ecda76790086f0ba 100644 --- a/landing/lenses/052770.json +++ b/landing/lenses/052770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 594.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 610.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-23", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-23", "period": "2024", "status": "derived", @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-23", "period": "2024", "status": "observed", @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052790.json b/landing/lenses/052790.json index e6a29f5453401c7bd40e82e5e7f2dac0bd1ebda2..a8df251e784a37dca0ba532b0766de5aa927e67f 100644 --- a/landing/lenses/052790.json +++ b/landing/lenses/052790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052860.json b/landing/lenses/052860.json index 5c73dc5f58efd6a2a7db7af5e25ae6c380dcc482..21b4abd77aa6d5febee5a36f24b232efcbc4362c 100644 --- a/landing/lenses/052860.json +++ b/landing/lenses/052860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052900.json b/landing/lenses/052900.json index 08bc6996daac924b25c2ba1316ae4b006c2c31d6..97d1460cd1b61b5abc3120887355423c75f5aeab 100644 --- a/landing/lenses/052900.json +++ b/landing/lenses/052900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053030.json b/landing/lenses/053030.json index 8e478b5b0bc7e4cc04ec246cfe6e227fd861c296..f761355cdf74b2f956923193d80df402b3bea826 100644 --- a/landing/lenses/053030.json +++ b/landing/lenses/053030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 86점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 29.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 28.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053050.json b/landing/lenses/053050.json index 899c4097a9da447835ba78085f866043db8306a9..5d884678d1ef197a956e42154ad0aac3cbd04b09 100644 --- a/landing/lenses/053050.json +++ b/landing/lenses/053050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053060.json b/landing/lenses/053060.json index a4eb1fdbd3c371310407ac647c559ecf98913f31..4aa0a590d0510546d306565b1c18c24a3f0aa31a 100644 --- a/landing/lenses/053060.json +++ b/landing/lenses/053060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053080.json b/landing/lenses/053080.json index c2e45c4c84cbd0bd0a9a1cca72b0e4a81fe6f48a..81d0ffa620ab4489a178e403b141a9babe539acf 100644 --- a/landing/lenses/053080.json +++ b/landing/lenses/053080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,7 +860,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 13.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 13.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1002,19 +1002,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1035,8 +1035,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1081,17 +1081,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1160,7 +1160,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1169,7 +1169,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053160.json b/landing/lenses/053160.json index 7a5409ef1e98936cbde1c2f4ef9fac4162cd270c..204e575c4929d2da905d5d032200fb3ab6c6d5fc 100644 --- a/landing/lenses/053160.json +++ b/landing/lenses/053160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -767,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +790,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053210.json b/landing/lenses/053210.json index fbb6586cb1d33794bc9df601b6b13df7bda1b333..03f9ffd02e54cee7eacec6529d149a7e5c11ebb0 100644 --- a/landing/lenses/053210.json +++ b/landing/lenses/053210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053260.json b/landing/lenses/053260.json index 040ad2f4ce53e1f1ab9b69973a810d0e7db5d4bb..15dceccbb99e5a8bf8515092695a94de93ee16f0 100644 --- a/landing/lenses/053260.json +++ b/landing/lenses/053260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:55fac0151638", - "target": "053260", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.815 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/053270.json b/landing/lenses/053270.json index c9b4744c7ea917806c3a100e254652806b754536..c9b22d5fa4ba9811f770389870db0bc3bbd3aab7 100644 --- a/landing/lenses/053270.json +++ b/landing/lenses/053270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053280.json b/landing/lenses/053280.json index e3423a8531ac38b97dafafa83fbb68c2835f9c33..fec6761e7e2c989fd9a27804060f1ff513130834 100644 --- a/landing/lenses/053280.json +++ b/landing/lenses/053280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053290.json b/landing/lenses/053290.json index a04a74f12602fde70d4b7c265191eae0ff8d9247..c62361c880751253dbdd7b2611d7018c8a7e940d 100644 --- a/landing/lenses/053290.json +++ b/landing/lenses/053290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -942,14 +942,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1069,10 +1069,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1119,10 +1119,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053300.json b/landing/lenses/053300.json index ee934952fa43da24f722368f59481ae3557db7bc..a4ba43195803774dd4d14fa9a9cc75b47742b6b6 100644 --- a/landing/lenses/053300.json +++ b/landing/lenses/053300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053350.json b/landing/lenses/053350.json index 832aea3d2aa413101193f4f3d92fab986dd9e29d..e871bd67828aa21641d70146ae70a04963faee9d 100644 --- a/landing/lenses/053350.json +++ b/landing/lenses/053350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053450.json b/landing/lenses/053450.json index 8dd2b7a74b5cdbfab6c7b8e84f86f1dda2024a3b..4d2aa6da200fc675c928ef6c819bfef2c65fde4e 100644 --- a/landing/lenses/053450.json +++ b/landing/lenses/053450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 95.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 99.43%). 최근 주가 하락이 반영된 결과", "D/EBITDA 32.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053580.json b/landing/lenses/053580.json index 386aa8005ff99f5a72b0984b2087b972c1d1ea34..6714c5aa339f22bbd386dcc80d0f30ae48bf2215 100644 --- a/landing/lenses/053580.json +++ b/landing/lenses/053580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2022", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,8 +1053,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1084,10 +1084,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1097,7 +1097,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1174,10 +1174,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1193,10 +1193,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053610.json b/landing/lenses/053610.json index 5ec4177afc91b67c7287bdc4453779e53cf7ff7d..a0b5b051ca5b9e7a140d021a0c040963097a3fb1 100644 --- a/landing/lenses/053610.json +++ b/landing/lenses/053610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053620.json b/landing/lenses/053620.json index 6b513a0bd1162272e1638af39d34fa0e2145d947..136ed2d0f741bbbb7c2ece433ac61afa9aa793fa 100644 --- a/landing/lenses/053620.json +++ b/landing/lenses/053620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053690.json b/landing/lenses/053690.json index 55bd312773ff7d0a06b5063e1f2555c6e8da9f09..e70f6c3bd0b732be50e94181943ad3be9b3a10e1 100644 --- a/landing/lenses/053690.json +++ b/landing/lenses/053690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053700.json b/landing/lenses/053700.json index 2c15be3257c2f1378b10e05c26f7e7998bed8a1d..6390e4c6ed8e753ef549de6b9904e9e13b3e636d 100644 --- a/landing/lenses/053700.json +++ b/landing/lenses/053700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053800.json b/landing/lenses/053800.json index 248444b9bb56ba031ce5a8887dde0bded31f6ba1..6789104fd782c8e19f47ee6c44726aa2b09c8bef 100644 --- a/landing/lenses/053800.json +++ b/landing/lenses/053800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1299,10 +1299,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1353,7 +1353,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053950.json b/landing/lenses/053950.json index fd69dfe9986c7c0e2b2c07aff7ebcc8be54932c1..06ad53bb73184871a77f440acdf786ce8d820cfe 100644 --- a/landing/lenses/053950.json +++ b/landing/lenses/053950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 27.84, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 25.41, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -826,15 +826,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 27.84, + "grade": "dCR-BBB", + "score": 25.41, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 28.47, + "grade": "dCR-BBB", + "score": 25.95, "assumptions": { "scenarioStress": "moderate" } @@ -917,11 +917,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 8.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053980.json b/landing/lenses/053980.json index 51b9b9f1ba042e2098e7648a255f2b8f62a4fd78..617d1bd379f160e7e0be32a1ef17d5e68de11069 100644 --- a/landing/lenses/053980.json +++ b/landing/lenses/053980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/054040.json b/landing/lenses/054040.json index c014c6b06873164611b11003688e2d98dade03d7..f8d2bf85013f78d3672113f458bc53ffa9856db8 100644 --- a/landing/lenses/054040.json +++ b/landing/lenses/054040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/054050.json b/landing/lenses/054050.json index c4bac69c240319d8e688ca7bfd4eff95fa8fc101..10adb79fa1ffadd6396b9b4e7faf210912872156 100644 --- a/landing/lenses/054050.json +++ b/landing/lenses/054050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054090.json b/landing/lenses/054090.json index 86b78107c9b5c80a7e4a6346604116d348c8f36c..59deb31b184bb4d29ebe48930a380f357be0cb6c 100644 --- a/landing/lenses/054090.json +++ b/landing/lenses/054090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054180.json b/landing/lenses/054180.json index edbb71b86a72ee35901b949a844730276ef75c2a..3311402616cc9f62a93818e7b45b9b3e2d180cec 100644 --- a/landing/lenses/054180.json +++ b/landing/lenses/054180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1113,10 +1113,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1132,10 +1132,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,10 +1159,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054210.json b/landing/lenses/054210.json index 6f6cc3a5043dd62562e97c072468223f9dd3db6e..891e522127dcf856ff4771b0ff91103edb980028 100644 --- a/landing/lenses/054210.json +++ b/landing/lenses/054210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054220.json b/landing/lenses/054220.json index a880fe6fa6466ca2f54bbaf4904bd9dc5c5dd218..dda3c724fb3c363f5b81ff6d2015537a402a53cd 100644 --- a/landing/lenses/054220.json +++ b/landing/lenses/054220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -539,18 +539,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 34.65, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 38.71, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,15 +734,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 34.65, + "grade": "dCR-BB", + "score": 38.71, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 35.33, + "grade": "dCR-BB", + "score": 39.51, "assumptions": { "scenarioStress": "moderate" } @@ -825,10 +825,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.09%). 최근 주가 하락이 반영된 결과", "D/EBITDA 102.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -845,14 +846,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -972,19 +973,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1005,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1018,7 +1019,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,8 +1039,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,17 +1052,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1072,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1096,7 +1097,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1124,13 +1125,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1139,7 +1140,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1152,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1171,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1202,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054300.json b/landing/lenses/054300.json index c449ea83eb07ae155729cf986c574705c5a9055d..072a52f512258725127104b021f5be161897e8ca 100644 --- a/landing/lenses/054300.json +++ b/landing/lenses/054300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2020", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -927,7 +927,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.62%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054340.json b/landing/lenses/054340.json index e083d28ff0986817040f675a8629d4c994ec415b..b0a42772b8077c5d294b8c0f96f762c29cf7da32 100644 --- a/landing/lenses/054340.json +++ b/landing/lenses/054340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,14 +622,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -744,10 +744,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -763,10 +763,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,10 +790,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -808,10 +808,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -822,7 +822,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -830,7 +830,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -846,7 +846,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -862,7 +862,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054410.json b/landing/lenses/054410.json index 9fb6859d3125b1ee5f25dc5385fb446a27a21e56..377e026408ecf21b827aa6904f2640aca4e2a3ab 100644 --- a/landing/lenses/054410.json +++ b/landing/lenses/054410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054450.json b/landing/lenses/054450.json index 9687378e7ae2b6dbfbea67665a132e7dfbcd1bf0..5134f559159a01a09bda108a05c61a674daf9310 100644 --- a/landing/lenses/054450.json +++ b/landing/lenses/054450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 81점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 10.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 11.25%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054540.json b/landing/lenses/054540.json index 089d8fe630d7a66a0894dedc5f08c19f8b567ade..4a4daca81e5abc3aebc6796519ac782f85e0237d 100644 --- a/landing/lenses/054540.json +++ b/landing/lenses/054540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:bd8373d2e7b1", - "target": "054540", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.589 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/054620.json b/landing/lenses/054620.json index 67e14e5da03ed317ac28d3c5d9d9f2500a5c0fba..9a40516e43de92cc112fad729e65e226f17d2b9c 100644 --- a/landing/lenses/054620.json +++ b/landing/lenses/054620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -703,14 +703,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -830,10 +830,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -863,8 +863,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -876,7 +876,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -896,8 +896,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -916,10 +916,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -929,7 +929,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -954,7 +954,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1010,10 +1010,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1029,10 +1029,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1052,7 +1052,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1060,7 +1060,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054630.json b/landing/lenses/054630.json index 845c674c0665440b5921d07233c825234a4e7956..8ebbacfaddbaff873a30285d2b9bb99dad0d06a9 100644 --- a/landing/lenses/054630.json +++ b/landing/lenses/054630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -158,7 +158,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -211,7 +211,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -264,7 +264,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -538,13 +538,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -644,7 +644,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -663,7 +663,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-12-29", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-12-29", "period": "2025", "status": "derived", @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-12-29", "period": "2025", "status": "observed", @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,10 +1191,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1209,10 +1209,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054670.json b/landing/lenses/054670.json index 9c66277530a8bc049bd14816cd0a3ee9f7969d70..4b7bfbc6f69f5a39ed8d6169ac3a7d52b5c8f62b 100644 --- a/landing/lenses/054670.json +++ b/landing/lenses/054670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,7 +925,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,10 +1117,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054780.json b/landing/lenses/054780.json index b00e8b5f51b738e8018387d97fcb1cc39946fc2d..2c5a1c1ed2bb2ad39b9a0aad73203b571b8a1d53 100644 --- a/landing/lenses/054780.json +++ b/landing/lenses/054780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -987,7 +987,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054800.json b/landing/lenses/054800.json index 2ca4ae11a0c71db3b5f3ab0af3f1d0d9196444e8..0fe9e859cc89a474b346cf1824bf09219f9a8c04 100644 --- a/landing/lenses/054800.json +++ b/landing/lenses/054800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,10 +1296,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1350,7 +1350,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054920.json b/landing/lenses/054920.json index 2285827fb06be9781e35b69f8a4b730b5937e6bc..dff31fefd0a90928a484ecca99883a5310593114 100644 --- a/landing/lenses/054920.json +++ b/landing/lenses/054920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054930.json b/landing/lenses/054930.json index 9a92904df9e98a790b0494f86ab9d9d213cf8797..df0784ab247983cba9522ae7601d7a283dff2c5d 100644 --- a/landing/lenses/054930.json +++ b/landing/lenses/054930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054940.json b/landing/lenses/054940.json index 63333195decf896e4d3ebb15cf53fccd5b9a0d72..77a4debca891e0e201688b3fdc153a8c219013c8 100644 --- a/landing/lenses/054940.json +++ b/landing/lenses/054940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054950.json b/landing/lenses/054950.json index 04e16201a79231824d0268ff6adfaee07073eff7..49737607b47e4e37e6af850209fe59fe84fb9643 100644 --- a/landing/lenses/054950.json +++ b/landing/lenses/054950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/055490.json b/landing/lenses/055490.json index 05816fddaa34be5fb33d306f8cdfcfc997def917..c3327bb05d70230f4c345b56be2e07ca9ea84f84 100644 --- a/landing/lenses/055490.json +++ b/landing/lenses/055490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,10 +1129,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/055550.json b/landing/lenses/055550.json index d5e299eced082c41abfac6d5534b22a9a2bc80f7..01f2d8302c388a96c104def57ab02dc8460c4af3 100644 --- a/landing/lenses/055550.json +++ b/landing/lenses/055550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056080.json b/landing/lenses/056080.json index 7cc4e73c9887e75ab6509d510bae620a87189c92..15e66c48b2a0a5327107bfde8d73b7d62cceca71 100644 --- a/landing/lenses/056080.json +++ b/landing/lenses/056080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -556,18 +556,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 26.22, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 28.79, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -751,15 +751,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 26.22, + "grade": "dCR-BBB-", + "score": 28.79, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 26.44, + "grade": "dCR-BBB-", + "score": 29.05, "assumptions": { "scenarioStress": "moderate" } @@ -842,12 +842,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 9.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -989,19 +989,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1015,8 +1015,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,17 +1060,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1097,7 +1097,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1137,7 +1137,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056090.json b/landing/lenses/056090.json index 7e90ca91b018cdf09242ffe883dcd975e3e7fcca..0fb7be4924a8f0895fd2129b5aee8aeeb64cd486 100644 --- a/landing/lenses/056090.json +++ b/landing/lenses/056090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-09", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-09", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-09", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-09", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056190.json b/landing/lenses/056190.json index 1f3f8844f6f5d6fd6bba5d51a9b93f4fb43099c8..a91b27b5e487eec09af31d24def2a59d8324a032 100644 --- a/landing/lenses/056190.json +++ b/landing/lenses/056190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056360.json b/landing/lenses/056360.json index 7fb6bef3ca19317398e53cc3fc8ce9d713f11239..db14929cfa6d9d1fe663ede76f99cc60c4d401e8 100644 --- a/landing/lenses/056360.json +++ b/landing/lenses/056360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.18%). 최근 주가 하락이 반영된 결과", "D/EBITDA 39.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056700.json b/landing/lenses/056700.json index 0f549c63760ff8e94051c97b7262d5bd5650023a..e1471710a36c0a344fed073387a07687ccd0dda8 100644 --- a/landing/lenses/056700.json +++ b/landing/lenses/056700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:77212e17a6a0", - "target": "056700", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.315 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/056730.json b/landing/lenses/056730.json index 18ea3e3a97481034d2737478e588977128eed7f2..fd60ed6ab9233061a4e375112504c5417841fc67 100644 --- a/landing/lenses/056730.json +++ b/landing/lenses/056730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057030.json b/landing/lenses/057030.json index e26ef78300cbfbf100a4e3fdcf45b103617f234c..de39efbcd6b96759c29e8f809bdb52db25bb46ca 100644 --- a/landing/lenses/057030.json +++ b/landing/lenses/057030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057050.json b/landing/lenses/057050.json index f6e23a3439223799165eb9b1c464225c942211bf..1ac0504ec395a55bab271d6c76e74c17eb01980e 100644 --- a/landing/lenses/057050.json +++ b/landing/lenses/057050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-25", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,7 +1123,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-25", "period": "2025", "status": "derived", @@ -1145,7 +1145,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-25", "period": "2025", "status": "observed", @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057540.json b/landing/lenses/057540.json index 35356a643cdb942d1d3e7288a8527fce3c9b5b3e..c2768095361f9f037528c0ed920e8200a9157b8d 100644 --- a/landing/lenses/057540.json +++ b/landing/lenses/057540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057680.json b/landing/lenses/057680.json index beb61c04fa9b36de9a8f089db6f39cdb8ddc7d05..a5f22bc4bfd838595b3f06e9b4a53deaced4c69e 100644 --- a/landing/lenses/057680.json +++ b/landing/lenses/057680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,14 +622,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -768,10 +768,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -791,7 +791,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057880.json b/landing/lenses/057880.json index 625777aacd2486ae63d3bb5d8c0df529c858680a..0b2b006e60bc8803daeebdc8f5e56a7ac1bda9b5 100644 --- a/landing/lenses/057880.json +++ b/landing/lenses/057880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -162,7 +162,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -217,7 +217,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -272,7 +272,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -547,14 +547,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-21", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -708,7 +708,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -728,7 +728,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-21", "period": "2024", "status": "derived", @@ -749,7 +749,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-21", "period": "2024", "status": "observed", @@ -839,10 +839,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -858,10 +858,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -885,10 +885,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -903,10 +903,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -917,7 +917,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -925,7 +925,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -941,7 +941,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -957,7 +957,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058110.json b/landing/lenses/058110.json index b38e1de0d168b6b85852261ed982b554c03e7528..f27c9f4f4191937606ee19ca12ae7eeff9d41a3f 100644 --- a/landing/lenses/058110.json +++ b/landing/lenses/058110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058400.json b/landing/lenses/058400.json index b58a7f0c8c3def02ec199603983a5693b4bee89d..50e4670f5499b9e2c977f1c07ff82c628ffcecd7 100644 --- a/landing/lenses/058400.json +++ b/landing/lenses/058400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:602f85cb75d6", + "target": "058400", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.751 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/058430.json b/landing/lenses/058430.json index d38977202b277b663013f75810d0da332752ca5a..f40c36f507a1e1a8ef960cb9601d1e120c869a42 100644 --- a/landing/lenses/058430.json +++ b/landing/lenses/058430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1e2450ed60c2", + "target": "058430", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.549 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/058450.json b/landing/lenses/058450.json index 2c6cc64fc45bfc349e4310896c6cbfdbc4a4b87a..53622db35fbfc2467a7d4fac454694f15916d8cc 100644 --- a/landing/lenses/058450.json +++ b/landing/lenses/058450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058470.json b/landing/lenses/058470.json index c9c875c8d0dbaeda95f6aa7de33b6d950acfaefc..74ddb335730dfb0ba42aa85ce36e27518dfbfdb0 100644 --- a/landing/lenses/058470.json +++ b/landing/lenses/058470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,10 +1247,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058530.json b/landing/lenses/058530.json index 1adbc550f8d1e5948822bd1152ba1368f9a880f9..35db81c4d64f42e02bab69891b7a0d3b399d2b96 100644 --- a/landing/lenses/058530.json +++ b/landing/lenses/058530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058610.json b/landing/lenses/058610.json index c82057e09509a873a380b935dbf453bc3268f89c..1c83d6ad590bdae995fceb8cc418891ad153f3e8 100644 --- a/landing/lenses/058610.json +++ b/landing/lenses/058610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058630.json b/landing/lenses/058630.json index 0c41c8a2f6de4673587a0ac984aee2b67559d5ea..22357cb66eb00e9dc86bf2f3c780950713a117d8 100644 --- a/landing/lenses/058630.json +++ b/landing/lenses/058630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058650.json b/landing/lenses/058650.json index c03a2d6e5710c9f50d9be04b276202c0bba04a1c..e2873a4e300e819c80751e8520116360f48f7e0d 100644 --- a/landing/lenses/058650.json +++ b/landing/lenses/058650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058730.json b/landing/lenses/058730.json index 9a59d5217a4ae1075d96f72459f8e7c6f484318d..82866749423dc983e1f7b3b1450a1103e6e3a28f 100644 --- a/landing/lenses/058730.json +++ b/landing/lenses/058730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058820.json b/landing/lenses/058820.json index 055476d95d5550a1600886ea8c404f89e36d0350..8140de4b61107927fc0900d5177a6942ffc9412d 100644 --- a/landing/lenses/058820.json +++ b/landing/lenses/058820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 15.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 15.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058850.json b/landing/lenses/058850.json index 029eb39dc6a7c92e797c2d6787ca9be9707da5b7..e34711f78fcc4dd335fb9bd92b186f936779e9ee 100644 --- a/landing/lenses/058850.json +++ b/landing/lenses/058850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/058860.json b/landing/lenses/058860.json index 3feb99fb1454d5dc996da47c51684ccbae9b5c2a..0a1d5214ab45c8aae8cf1a3f958694fcd0451942 100644 --- a/landing/lenses/058860.json +++ b/landing/lenses/058860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,10 +1116,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058970.json b/landing/lenses/058970.json index 40c7e759184011babee4113c75d703051a0708cf..eae30698a21753315def3e9ad941697f2051ed40 100644 --- a/landing/lenses/058970.json +++ b/landing/lenses/058970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1000,19 +1000,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1033,8 +1033,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,17 +1079,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1158,7 +1158,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1167,7 +1167,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059090.json b/landing/lenses/059090.json index 12ebdbf98df9fe9f710e407ea288e8e93bd64016..db9506ec557cf66ea444df3e8e7a120551fbfd5a 100644 --- a/landing/lenses/059090.json +++ b/landing/lenses/059090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059100.json b/landing/lenses/059100.json index f3d3517c1d0bec3727d951f12c90997c5755fbac..e7a374294d1c8ee4019d1044ff9ee32cf729aac2 100644 --- a/landing/lenses/059100.json +++ b/landing/lenses/059100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1120,10 +1120,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1142,7 +1142,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059120.json b/landing/lenses/059120.json index f931b183dfd0aadab8c981b485cfe70cffd699ac..d0c280c3f710ea17f78d18b5e0209015ff5814f4 100644 --- a/landing/lenses/059120.json +++ b/landing/lenses/059120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,10 +1250,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059180.json b/landing/lenses/059180.json index 65b4d2aa8642c66e1a2dcfce53861d2b4587cf3e..c13cffe963f5916aeca101271358548fe10cadf8 100644 --- a/landing/lenses/059180.json +++ b/landing/lenses/059180.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/059210.json b/landing/lenses/059210.json index 48233bb7d79344e1aa81e81378102ca388929993..0781b7187075e8d0054ce700e2ea7eaa6b7949ac 100644 --- a/landing/lenses/059210.json +++ b/landing/lenses/059210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059270.json b/landing/lenses/059270.json index fc8dc75f5b6b951a83d32c45beda7802dafeccf0..9d07db59838155e0507e8b847d83ea9d9eded8ef 100644 --- a/landing/lenses/059270.json +++ b/landing/lenses/059270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -792,14 +792,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -919,10 +919,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -938,7 +938,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -951,8 +951,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -982,7 +982,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -991,7 +991,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1078,10 +1078,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060000.json b/landing/lenses/060000.json index c953b791eb6209f14738722707eb75674d8aac0b..50610295c21080dff300f952d44fadaa115118ff 100644 --- a/landing/lenses/060000.json +++ b/landing/lenses/060000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060150.json b/landing/lenses/060150.json index d4774e2638894b5e28987d5ff9e8192f441ad5fe..3c3c8c1f5c23957dcb8618191645539be8e8db82 100644 --- a/landing/lenses/060150.json +++ b/landing/lenses/060150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060230.json b/landing/lenses/060230.json index f74188dc604053df4e09072c58eb1dc0f9046935..c759f11066f074f0f141d1007c9fc947b8b35e66 100644 --- a/landing/lenses/060230.json +++ b/landing/lenses/060230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,312 +620,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "060230", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-06" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 50.55, 전망 긍정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 17.58, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 2.64, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 47.95, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 7.19, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 47.51, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 7.13, - "sourceRef": "axes.유동성" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 양호하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/060230/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/060230/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 소재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/060230/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 부족하여 차환/유동성 위험이 높다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/060230/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/060230/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 44.76, 가중치 30%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/060230/axes/자본구조", - "status": "derived", - "detail": "위험점수 17.58, 가중치 15%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/060230/axes/유동성", - "status": "derived", - "detail": "위험점수 47.51, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/060230/axes/현금흐름", - "status": "derived", - "detail": "위험점수 47.95, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/060230/axes/사업안정성", - "status": "derived", - "detail": "위험점수 39.40, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/060230/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-B+", - "score": 50.55, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 51.07, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.현금흐름" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 52.66, - "grade": "B+", - "pdEstimate": 4.0 - }, - { - "period": "2025", - "score": 59.93, - "grade": "B", - "pdEstimate": 7.0 - }, - { - "period": "2024", - "score": 59.27, - "grade": "B", - "pdEstimate": 7.0 - }, - { - "period": "2023", - "score": 44.17, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2022", - "score": 47.64, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2021", - "score": 57.32, - "grade": "B", - "pdEstimate": 7.0 - }, - { - "period": "2020", - "score": 27.18, - "grade": "BBB-", - "pdEstimate": 0.4 - }, - { - "period": "2019", - "score": 24.33, - "grade": "BBB", - "pdEstimate": 0.25 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-5", - "pdEstimate": 4.0, - "notchAdjustment": null, - "divergenceExplanation": [ - "현금흐름 축이 48점으로 등급 하방 압력", - "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 48.11%). 최근 주가 하락이 반영된 결과", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -936,14 +630,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,176 +747,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "060230", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "partial", - "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." - }, - "confidence": { - "level": "medium", - "score": 73.3, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": -0.263, - "direction": "negative", - "sourceRef": "fundamental.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": -0.5, - "direction": "negative", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.263 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "deteriorationPriced" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.5 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "deteriorationPriced" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1233,10 +757,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +776,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +794,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +812,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +826,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +834,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +842,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +858,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1497,8 +1021,7 @@ } }, "statusCounts": { - "partial": 4, - "usable": 1 + "partial": 3 }, "gaps": [ { @@ -1509,11 +1032,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1558,18 +1079,9 @@ "engine": "industry" }, { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise", - "engine": "quant" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.fx-export-revenue.companyEvidence", @@ -1608,7 +1120,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/060240.json b/landing/lenses/060240.json index 1be6eec1e52e397d5dde1709c8228479cac9e9ab..7bf8f5e5104753296fca5323c93a0de71b3a87cd 100644 --- a/landing/lenses/060240.json +++ b/landing/lenses/060240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-23", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-23", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-23", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060250.json b/landing/lenses/060250.json index 8df3f0e03b313bece75fa5ea117ceda129eb67e3..3f5d65a4d9c617f48dabfc812afc3bb9cfd8a455 100644 --- a/landing/lenses/060250.json +++ b/landing/lenses/060250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -902,19 +902,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,17 +981,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1054,13 +1054,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060260.json b/landing/lenses/060260.json index 1c32aa7e30ca631bae60ded2b557a1dccf41cb66..f2a0924567226aed99f0cf0fb9011442411ff1f1 100644 --- a/landing/lenses/060260.json +++ b/landing/lenses/060260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 30.51, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 33.83, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 30.51, + "grade": "dCR-BBB-", + "score": 33.83, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 31.79, + "grade": "dCR-BBB-", + "score": 35.34, "assumptions": { "scenarioStress": "moderate" } @@ -905,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -915,7 +915,7 @@ "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.98%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060280.json b/landing/lenses/060280.json index 1ae3c4d66eb7b2548cf4914af2337a9ff333dd3d..0ccba7de506aeac921d8761bd1a907cf4233a930 100644 --- a/landing/lenses/060280.json +++ b/landing/lenses/060280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060300.json b/landing/lenses/060300.json index 3e5a6cfcaec9ae2d5c97f789adca9429fdc62e52..fd3b63e1fe597adb75c219d1fe383235f9615330 100644 --- a/landing/lenses/060300.json +++ b/landing/lenses/060300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -50,10 +50,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -163,7 +163,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2021", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -214,7 +214,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -265,7 +265,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2021", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -316,7 +316,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2021", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2021", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -898,14 +898,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1020,10 +1020,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1154,10 +1154,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1172,10 +1172,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060310.json b/landing/lenses/060310.json index 6a0ea04c201e849241ece7e4ce7885fca8c0f440..058cd7ae8d82f8351f4cd39c3d0b876bd28a4605 100644 --- a/landing/lenses/060310.json +++ b/landing/lenses/060310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060370.json b/landing/lenses/060370.json index 9348ad51fcb413a949cbbb94c7b99870177b218e..1bb6a371e1f6d858ecf7ee6b31ecb49fe2bde76d 100644 --- a/landing/lenses/060370.json +++ b/landing/lenses/060370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -992,8 +992,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1005,8 +1005,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1023,10 +1023,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1113,10 +1113,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1132,10 +1132,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,10 +1159,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1177,10 +1177,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060380.json b/landing/lenses/060380.json index acf3ba4547f97214c6a646b19a5eaa571661ecae..e5bd4a205c5e63d87a767fd245f9ebd569448b0f 100644 --- a/landing/lenses/060380.json +++ b/landing/lenses/060380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 34.70, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 36.95, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 34.7, + "score": 36.95, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 35.25, + "grade": "dCR-BB", + "score": 37.5, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -927,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8adca4d86162", - "target": "060380", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.571 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/060480.json b/landing/lenses/060480.json index 99ffd0360174324e59b6dbe767619c10a230b512..531626aa69ceb5ab5310f32d4e8a7b117c3cabb9 100644 --- a/landing/lenses/060480.json +++ b/landing/lenses/060480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060540.json b/landing/lenses/060540.json index 265e80a69ba8dedc225e3553e6807e2dd4663e05..b09f56c64d3c44aef57088f649374911b346bdf6 100644 --- a/landing/lenses/060540.json +++ b/landing/lenses/060540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060560.json b/landing/lenses/060560.json index 59de135d3c2a0071bdb53d319beb846583e9be23..d38625b7998e649c20ce519649d8eb97553fd3a6 100644 --- a/landing/lenses/060560.json +++ b/landing/lenses/060560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 15.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 15.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,88 +1460,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0872bef7f194", - "target": "060560", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/060570.json b/landing/lenses/060570.json index a72aae7a72879da50aa91a9fd600700718998aaa..f22e1f69cc3eeaf9b3bd3c612ee5afa1cefc8d5e 100644 --- a/landing/lenses/060570.json +++ b/landing/lenses/060570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060590.json b/landing/lenses/060590.json index 58f053bc53bb3ccc117f5f264d52c2ff73093459..05d0e405b5c12538ea13ec042d6f7611f1efe958 100644 --- a/landing/lenses/060590.json +++ b/landing/lenses/060590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060720.json b/landing/lenses/060720.json index 3bc3b08b40a47b3bad5cee40e82d607a30dd169f..a84cdf8c7c5d609b7d4e1937904066f509674d50 100644 --- a/landing/lenses/060720.json +++ b/landing/lenses/060720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060850.json b/landing/lenses/060850.json index c762a82b989124942bc0a989dda116abc186b853..96a837c4746eb1a34a2860cdc1f11899f5fbf156 100644 --- a/landing/lenses/060850.json +++ b/landing/lenses/060850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -864,7 +864,7 @@ "divergenceExplanation": [ "현금흐름 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060900.json b/landing/lenses/060900.json index 4997fcb455349c9d8b920b7238f2ea5de8394d89..3165a5558db1963fd4da7b53d6ac265b75e04d4e 100644 --- a/landing/lenses/060900.json +++ b/landing/lenses/060900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -986,19 +986,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1019,8 +1019,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,17 +1065,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1085,7 +1085,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1110,7 +1110,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1144,7 +1144,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1153,7 +1153,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1166,10 +1166,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1185,10 +1185,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,10 +1203,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060910.json b/landing/lenses/060910.json index f45ae86feb27121109aeb778c815e4a654211583..caf2c8a994f608c3afe19d8d036d2690b0738b94 100644 --- a/landing/lenses/060910.json +++ b/landing/lenses/060910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,14 +812,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -934,10 +934,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1022,10 +1022,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1068,10 +1068,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1086,10 +1086,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060980.json b/landing/lenses/060980.json index b216d4943112d078276c93d0bc0559a654790c8a..9936323e2d2f695f2415a8c39d20ee832c728895 100644 --- a/landing/lenses/060980.json +++ b/landing/lenses/060980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -899,19 +899,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -932,8 +932,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -978,17 +978,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -998,7 +998,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1023,7 +1023,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1057,7 +1057,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1066,7 +1066,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1079,10 +1079,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,10 +1098,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1337,88 +1337,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f51c05bff28b", - "target": "060980", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.482 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/061040.json b/landing/lenses/061040.json index cf84125680d44a493569009adfa0c4d7d27d0ec4..57b6204a449e29c63aab9d16b8d91f04439b919e 100644 --- a/landing/lenses/061040.json +++ b/landing/lenses/061040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 42.24, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 44.45, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 42.24, + "score": 44.45, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 43.2, + "score": 45.27, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/061090.json b/landing/lenses/061090.json index 816ab54830480c497d91bc13f1af3dcd1b8ee0bb..cf9a5a680b80f184937ad1f0301e2dffa2349710 100644 --- a/landing/lenses/061090.json +++ b/landing/lenses/061090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -701,7 +701,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/061250.json b/landing/lenses/061250.json index ad0d55599ac3ebed3fc1f50d18eddbd769ce9997..6dc9ded5c9b384577fa62d78b47df791d220ee03 100644 --- a/landing/lenses/061250.json +++ b/landing/lenses/061250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,10 +1239,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/061970.json b/landing/lenses/061970.json index 8cfa3c087f0a2d7c9e9d8115e8a53a50c3be238a..726a722d11351f5d27de35d8a66b3263a6fc69e3 100644 --- a/landing/lenses/061970.json +++ b/landing/lenses/061970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/062040.json b/landing/lenses/062040.json index 1c072d84bd1242fd64c5e93a0b3cc6c4ef596e0c..a04d4c74838e73c94b1d2d11c7f51b7809400ac4 100644 --- a/landing/lenses/062040.json +++ b/landing/lenses/062040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -300,18 +300,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-AA+", - "summary": "dCR 위험점수 4.47, 전망 부정적, 유효 축 가중치 75.0%입니다." + "label": "dCR-AA", + "summary": "dCR 위험점수 5.47, 전망 부정적, 유효 축 가중치 75.0%입니다." }, "confidence": { "level": "medium", @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -493,15 +493,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA+", - "score": 4.47, + "grade": "dCR-AA", + "score": 5.47, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA+", - "score": 4.48, + "grade": "dCR-AA", + "score": 5.48, "assumptions": { "scenarioStress": "moderate" } @@ -548,7 +548,7 @@ "weightCoverage": 75.0 }, "eCR": "eCR-1", - "pdEstimate": 0.01, + "pdEstimate": 0.02, "notchAdjustment": null, "divergenceExplanation": [ "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -565,14 +565,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -692,10 +692,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -724,8 +724,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -744,8 +744,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -764,7 +764,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -832,10 +832,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -851,10 +851,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -874,7 +874,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/062860.json b/landing/lenses/062860.json index 291b90d81b453f7ea804210064a2b2313302a80f..3732dff6e8e9b8f946c009e55d4f85886a8a3f5b 100644 --- a/landing/lenses/062860.json +++ b/landing/lenses/062860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -537,310 +537,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "062860", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-06" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 48.78, 전망 부정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 44.05, - "unit": "riskScore", - "direction": "positive", - "weight": 20, - "contribution": 8.81, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 70.0, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 10.5, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 65.07, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 16.27, - "sourceRef": "axes.채무상환능력" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 레버리지 부담이 있다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/062860/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/062860/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/062860/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 부족하여 차환/유동성 위험이 높다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/062860/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/062860/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 65.07, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/062860/axes/자본구조", - "status": "derived", - "detail": "위험점수 44.05, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/062860/axes/유동성", - "status": "derived", - "detail": "위험점수 51.47, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/062860/axes/현금흐름", - "status": "derived", - "detail": "위험점수 70.00, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/062860/axes/사업안정성", - "status": "derived", - "detail": "위험점수 45.00, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/062860/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-B+", - "score": 48.78, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 49.68, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.현금흐름" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 52.95, - "grade": "B+", - "pdEstimate": 4.0 - }, - { - "period": "2025", - "score": 52.72, - "grade": "B+", - "pdEstimate": 4.0 - }, - { - "period": "2024", - "score": 36.12, - "grade": "BB+", - "pdEstimate": 0.75 - }, - { - "period": "2023", - "score": 31.76, - "grade": "BBB-", - "pdEstimate": 0.4 - }, - { - "period": "2022", - "score": 31.88, - "grade": "BBB-", - "pdEstimate": 0.4 - }, - { - "period": "2021", - "score": 36.29, - "grade": "BB+", - "pdEstimate": 0.75 - }, - { - "period": "2020", - "score": 31.89, - "grade": "BBB-", - "pdEstimate": 0.4 - }, - { - "period": "2019", - "score": 12.41, - "grade": "A+", - "pdEstimate": 0.04 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-6", - "pdEstimate": 4.0, - "notchAdjustment": null, - "divergenceExplanation": [ - "현금흐름 축이 70점으로 등급 하방 압력", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -851,14 +547,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -963,156 +659,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "062860", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": null, - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "partial", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "medium", - "score": 61.3, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": -0.85, - "direction": "negative", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": -0.215, - "direction": "negative", - "sourceRef": "expectation.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.85 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": null, - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - }, - { - "id": "quant.priceReaction", - "status": "missing", - "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", - "sourceRef": "dartlab://quant/verdict" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1123,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1142,10 +688,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,10 +715,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1187,10 +733,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1201,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1225,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1241,7 +787,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1422,8 +968,7 @@ } }, "statusCounts": { - "partial": 3, - "usable": 1, + "partial": 2, "blocked": 1 }, "gaps": [ @@ -1435,11 +980,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.position", @@ -1498,18 +1041,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" - }, - { - "id": "quant.priceReaction", - "status": "missing", - "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", - "sourceRef": "dartlab://quant/verdict", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.company.sectorKey", @@ -1569,7 +1103,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/062970.json b/landing/lenses/062970.json index dd08a5d2c697eb92fcafbc7e16131792af73f672..9319e6f85a972d9863e37808d1a35cbde8c70500 100644 --- a/landing/lenses/062970.json +++ b/landing/lenses/062970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "채무상환능력 축이 73점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 12.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 13.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063080.json b/landing/lenses/063080.json index 2000299089ed88ffad1aabea98c398df65de74b9..d0647a40cb5a9796ef95d4a61044be7c88b5d24a 100644 --- a/landing/lenses/063080.json +++ b/landing/lenses/063080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063160.json b/landing/lenses/063160.json index 065cb767436190e03949bced4a821bd4643618a8..0505f961a4fe21638acb4d0074432ae98f1f7e51 100644 --- a/landing/lenses/063160.json +++ b/landing/lenses/063160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 21.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 22.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063170.json b/landing/lenses/063170.json index 97d7669f78c0ea596716cae6bc761d2d20e68250..e614bb2584f6dd63e1929155f34e1da02d8ee186 100644 --- a/landing/lenses/063170.json +++ b/landing/lenses/063170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -960,10 +960,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -993,7 +993,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1186,10 +1186,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1204,10 +1204,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1596,7 +1596,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1618,7 +1618,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1636,15 +1636,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/063440.json b/landing/lenses/063440.json index eaeb0c6183563699f8a19c5fd6896e1c9ae4a6ff..418079e365f3f7ea7ded3db3190820300c876fc1 100644 --- a/landing/lenses/063440.json +++ b/landing/lenses/063440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/063570.json b/landing/lenses/063570.json index c5cb6f544c7914454390cdee53c90caef8d6ef78..8988520b01cbb74c6a3c622bbb352da72eef01cf 100644 --- a/landing/lenses/063570.json +++ b/landing/lenses/063570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -537,13 +537,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -756,14 +756,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -883,10 +883,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -916,7 +916,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -929,7 +929,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -949,8 +949,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -982,7 +982,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1007,7 +1007,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1082,10 +1082,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1105,7 +1105,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063760.json b/landing/lenses/063760.json index fc80b04d1102676db6457018ff196134ebf7c04f..6fd7970d6ff35b994bdf4ab175b753a1ca07d9fd 100644 --- a/landing/lenses/063760.json +++ b/landing/lenses/063760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/064090.json b/landing/lenses/064090.json index d25a7d0dff85b10e6354d7027322637fa1a7d239..f1f485d0fac34ca25a8a3d5463a7a95eea0198d0 100644 --- a/landing/lenses/064090.json +++ b/landing/lenses/064090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-02-06", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-02-06", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-02-06", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064240.json b/landing/lenses/064240.json index 99bd2bb0640627fd49f0dcd2d11f9317ddbd4360..8baba17c5e1e54264e8a72c3bc5cb533336ab4d0 100644 --- a/landing/lenses/064240.json +++ b/landing/lenses/064240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064260.json b/landing/lenses/064260.json index de81f0a354f8dc951bf3903ddddc57cffbe3422e..a435d6497f21b0d5d29f000d29164109ff3e1c25 100644 --- a/landing/lenses/064260.json +++ b/landing/lenses/064260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 16.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 18.91%). 최근 주가 하락이 반영된 결과", "D/EBITDA 99.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1489,8 +1489,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/064290.json b/landing/lenses/064290.json index 8c4388e97b068c7321fe70d893447c516cbbe269..c2adbb6e1071699ce1eb17a8d4cd4db0baa62784 100644 --- a/landing/lenses/064290.json +++ b/landing/lenses/064290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064350.json b/landing/lenses/064350.json index 5a7c36fa05a4b962d253d992b2a0b3a47e059e7a..1f0926b1f8e7f46b097850e54381e91aa5c22cb0 100644 --- a/landing/lenses/064350.json +++ b/landing/lenses/064350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064400.json b/landing/lenses/064400.json index 928dba4fd6bf9b10e43c0195d893ec979abec72e..250222f194a1482f14ffa1f35aad86039fbe4afa 100644 --- a/landing/lenses/064400.json +++ b/landing/lenses/064400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1365,7 +1365,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1387,7 +1387,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1405,8 +1405,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/064480.json b/landing/lenses/064480.json index 4e2de397afa173d1245eb0829b6ee92ba285a932..466d2ed9d2bec7d9c94d800968fb2a811f1539bc 100644 --- a/landing/lenses/064480.json +++ b/landing/lenses/064480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1224,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064510.json b/landing/lenses/064510.json index b6f15b363655169115a878ca986544988a428ca5..c74296e70c8555833815ff3a56aac7ce09142449 100644 --- a/landing/lenses/064510.json +++ b/landing/lenses/064510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064520.json b/landing/lenses/064520.json index 7ee84a856aabd100dab185f84373edfe0ad261bf..1d0ecf5fd72b87040d7ca2f0eefe0deba95b4128 100644 --- a/landing/lenses/064520.json +++ b/landing/lenses/064520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -894,19 +894,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -927,8 +927,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -973,17 +973,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1052,7 +1052,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1061,7 +1061,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064550.json b/landing/lenses/064550.json index f4373fc410b7db9dfa41e38b274fdb6fc8fcee03..72359bdfc79f143fa6108dd79a7edf6f4b119dbe 100644 --- a/landing/lenses/064550.json +++ b/landing/lenses/064550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 6.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 6.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064760.json b/landing/lenses/064760.json index 98050d7d48e056e6a3e4e02dacf43729a6b6c62a..58ba6e37d19bf26da10797654651d5ff5a77121d 100644 --- a/landing/lenses/064760.json +++ b/landing/lenses/064760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,10 +1246,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064800.json b/landing/lenses/064800.json index 86e980fd4cb77d86395c7eddd4742d9b1ca8791b..c772a3a22341ea7d03b404062240ecf311fa2fa2 100644 --- a/landing/lenses/064800.json +++ b/landing/lenses/064800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1444.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1539.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064820.json b/landing/lenses/064820.json index c27f9a61743158bcc5315d0bb3f1bf5ac839f7aa..eae38a1c2bae58f0fd93bd5a4b92b8a734e036f2 100644 --- a/landing/lenses/064820.json +++ b/landing/lenses/064820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ }, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 25.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 26.75%). 최근 주가 하락이 반영된 결과", "D/EBITDA 31.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1065,19 +1065,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1098,8 +1098,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,17 +1144,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1223,7 +1223,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1232,7 +1232,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1300,10 +1300,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1608,88 +1608,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3f0d5d40c73b", - "target": "064820", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.215 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/064850.json b/landing/lenses/064850.json index e7e847906af54084d333532b2384737b6d73b3d2..f573944dc1dcdd2ac0518f33fe8496fedbc6bb98 100644 --- a/landing/lenses/064850.json +++ b/landing/lenses/064850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -601,18 +601,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 7.21, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA-", + "summary": "dCR 위험점수 9.02, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -796,15 +796,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA", - "score": 7.21, + "grade": "dCR-AA-", + "score": 9.02, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 7.68, + "grade": "dCR-AA-", + "score": 9.68, "assumptions": { "scenarioStress": "moderate" } @@ -887,7 +887,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.02, + "pdEstimate": 0.03, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064960.json b/landing/lenses/064960.json index 9efa7833a2c36e506266afba3d482608bffc0aae..6744b7c2f7a46de1924f6f610e5b46419d10c760 100644 --- a/landing/lenses/064960.json +++ b/landing/lenses/064960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065060.json b/landing/lenses/065060.json index f84a455db31feff88748f5bb886b62ed1b2743fd..08a8de6058a681df032dfedc1993bb50be414e8a 100644 --- a/landing/lenses/065060.json +++ b/landing/lenses/065060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 50.93, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 47.36, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 50.93, + "grade": "dCR-BB", + "score": 47.36, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 51.42, + "grade": "dCR-BB", + "score": 47.88, "assumptions": { "scenarioStress": "moderate" } @@ -908,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 2.5, + "pdEstimate": 1.5, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -918,7 +918,6 @@ "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 10.29%). 최근 주가 하락이 반영된 결과", "D/EBITDA 60.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -934,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1107,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1260,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065130.json b/landing/lenses/065130.json index a78b3961bc56f908df4508c86228b85d306f81f1..7bb4afb9e65539ae41c8f66e45efce291d968583 100644 --- a/landing/lenses/065130.json +++ b/landing/lenses/065130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -967,186 +967,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "065130", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." - }, - "confidence": { - "level": "high", - "score": 100.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": -0.65, - "direction": "negative", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": -1.0, - "direction": "negative", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": -0.5, - "direction": "negative", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.65 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "deteriorationPriced" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.5 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "deteriorationPriced" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1157,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1176,10 +996,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1019,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1027,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,7 +1123,7 @@ "statusCounts": { "partial": 2, "blocked": 1, - "usable": 2 + "usable": 1 }, "gaps": [ { @@ -1377,11 +1197,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1398,8 +1216,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/065150.json b/landing/lenses/065150.json index bd35e04751c336e327904ab84a9b036b4ab1c3c6..ee5255f6fe02e9221487b0b01df6de76302f4bb4 100644 --- a/landing/lenses/065150.json +++ b/landing/lenses/065150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065170.json b/landing/lenses/065170.json index 7b0fc482a4bb546c2a1ce06e63e377ad9d10d971..250a2221a6cc9d3d11c4e51497f376d92e75af89 100644 --- a/landing/lenses/065170.json +++ b/landing/lenses/065170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1499,12 +1499,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:12cbd76acba0", + "target": "065170", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.478 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/065350.json b/landing/lenses/065350.json index be3a9bc9870e9ae614685932a4173945db114fe8..32a774daeba3ffae64d752805b1d485bce4cae67 100644 --- a/landing/lenses/065350.json +++ b/landing/lenses/065350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 76점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 10.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 10.90%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065370.json b/landing/lenses/065370.json index 2640b0000571821937791d39885af572c00731b8..c029fa5e2a2efb3535f54a4b26c8942624b452eb 100644 --- a/landing/lenses/065370.json +++ b/landing/lenses/065370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,7 +880,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.40%). 최근 주가 하락이 반영된 결과", "D/EBITDA 26.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065420.json b/landing/lenses/065420.json index f9e94f48271fe89297e9679758d238647190d88f..5c275ac175de1ee2ab6f3b5456968e2eb2544ee5 100644 --- a/landing/lenses/065420.json +++ b/landing/lenses/065420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-31", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-31", "period": null, "status": "derived", @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-31", "period": null, "status": "observed", @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,10 +1145,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1163,10 +1163,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065440.json b/landing/lenses/065440.json index fe4bfd92f8dfa4a631ed736c18d65e4be9bd45f4..826b07fb6cca056d4ab8347bc6d8a164aafbd70e 100644 --- a/landing/lenses/065440.json +++ b/landing/lenses/065440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 8.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 8.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065450.json b/landing/lenses/065450.json index 6cc8ecac84ad4b84be90125d12e0133e990594a4..d7a281e43e5153a0d5cf89313e77b163504ee207 100644 --- a/landing/lenses/065450.json +++ b/landing/lenses/065450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 9.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 8.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,88 +1457,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:cd87e815e292", - "target": "065450", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/065500.json b/landing/lenses/065500.json index 33172172673cec28fce3a6f44170d91ccc788b95..8608a57ce6e369e7f5c37c5f92c2371d428ff007 100644 --- a/landing/lenses/065500.json +++ b/landing/lenses/065500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 27.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 26.86%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/065510.json b/landing/lenses/065510.json index 0906ccf9749f4e85164515e3b68ffa20b3570f78..7e547346bee9ce63bd9e988f2012072dc086e884 100644 --- a/landing/lenses/065510.json +++ b/landing/lenses/065510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,15 +1057,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:96b08e4c62e3", - "target": "065510", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/065530.json b/landing/lenses/065530.json index a3bcc1f64ed7f3a7549261fd048821bf2181eb74..306ff545470eac0746afc010c89407b82c7726ac 100644 --- a/landing/lenses/065530.json +++ b/landing/lenses/065530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8d290efd3e71", - "target": "065530", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/065560.json b/landing/lenses/065560.json index 66c8e8d0d731fe19ff67f816a2afaf4cb9e1bc8b..6c98d7d4c71c32bb94f9ba0865c682c4baeb7301 100644 --- a/landing/lenses/065560.json +++ b/landing/lenses/065560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065570.json b/landing/lenses/065570.json index 8b925512e3b0f837c944a478ae4789d4cd16e4bd..4ad4e82fd6b5e07e13fcbb3817cacb2c3847aeba 100644 --- a/landing/lenses/065570.json +++ b/landing/lenses/065570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065620.json b/landing/lenses/065620.json index 2311982f75a2020e72895cccac5f38e010b6a328..019a89dbbdf8e16275bc01fabc17c4173cf3c56f 100644 --- a/landing/lenses/065620.json +++ b/landing/lenses/065620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -46,10 +46,10 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2021", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -146,7 +146,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2020", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -193,7 +193,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2020", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -240,7 +240,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2021", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2020", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2020", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1010,10 +1010,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1056,10 +1056,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1074,10 +1074,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1088,7 +1088,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1096,7 +1096,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065650.json b/landing/lenses/065650.json index 7df7b2da314a6fbd162c8c92244a7699a875bd53..7c1adb2a80681358e2f224c2058b93afab50dcaa 100644 --- a/landing/lenses/065650.json +++ b/landing/lenses/065650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 90.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 90.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1508,7 +1508,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1530,7 +1530,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1548,8 +1548,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/065660.json b/landing/lenses/065660.json index eb127e6bdba603cc66db2df7b981db995c4ad946..4c1ae9460d4b0a24816b2d3d9caca4a66f40c2d5 100644 --- a/landing/lenses/065660.json +++ b/landing/lenses/065660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -996,8 +996,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1027,10 +1027,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1049,7 +1049,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065680.json b/landing/lenses/065680.json index 76d101d01d829c90ad3fd1fa2476609359e734b9..59a5aeb99ce1dfc9425a8c21f16a47968d5a1c24 100644 --- a/landing/lenses/065680.json +++ b/landing/lenses/065680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "유동성 축이 30점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065690.json b/landing/lenses/065690.json index c94d88212da54728024a64b0d54ca0eef30c9c57..8dca5400b6ee3321494f901729358319fe2ae82f 100644 --- a/landing/lenses/065690.json +++ b/landing/lenses/065690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065710.json b/landing/lenses/065710.json index 8202401fef7f3f6c1266de92b02f9579aecd046a..a43643860e3c071695ea6000c924c6384c99efde 100644 --- a/landing/lenses/065710.json +++ b/landing/lenses/065710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065770.json b/landing/lenses/065770.json index 7ea449b566e74cbc6cd407712d88b4eb5a2c4fc9..a2ea34671a0b02ec6cd8a9afb34b1d7a6b1fff3c 100644 --- a/landing/lenses/065770.json +++ b/landing/lenses/065770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,10 +1055,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065950.json b/landing/lenses/065950.json index 4d84c8bdaf397ff9bb42f86e3101c7aee20541b8..71e585123f2d219f5285b0d6b3c54e8c325dbe04 100644 --- a/landing/lenses/065950.json +++ b/landing/lenses/065950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/066110.json b/landing/lenses/066110.json index 4f90d30ba0eedda76b94d3898f8fb8da70f315d7..4f71e21145112b2a9ba35749de98d9597c8024e1 100644 --- a/landing/lenses/066110.json +++ b/landing/lenses/066110.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/066130.json b/landing/lenses/066130.json index 2fb4e8b298ee36737106c4432374a5386df2ba6f..e3a38113e5060a2f525f7bfbbe2b15eded645157 100644 --- a/landing/lenses/066130.json +++ b/landing/lenses/066130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066310.json b/landing/lenses/066310.json index 7cebd4704c5d2da90927e8572aab62eb19a71da5..9db804cea8099a499c7c159cc1cfa8ce1360cb3e 100644 --- a/landing/lenses/066310.json +++ b/landing/lenses/066310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066360.json b/landing/lenses/066360.json index 109b66a75b4e890645dfa017a8032bfb03dfe7e0..efe1294f6fb247289686c7b840136aa30512ef80 100644 --- a/landing/lenses/066360.json +++ b/landing/lenses/066360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -598,315 +598,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "066360", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-06" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 30.59, 전망 긍정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 12.5, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 1.88, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 62.04, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 9.31, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 31.49, - "unit": "riskScore", - "direction": "negative", - "weight": 20, - "contribution": 6.3, - "sourceRef": "axes.자본구조" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 레버리지 부담이 있다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/066360/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/066360/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 필수소비재 업종 기준 양호한 수준이다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/066360/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 부족하여 차환/유동성 위험이 높다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/066360/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/066360/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 22.46, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/066360/axes/자본구조", - "status": "derived", - "detail": "위험점수 31.49, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/066360/axes/유동성", - "status": "derived", - "detail": "위험점수 62.04, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/066360/axes/현금흐름", - "status": "derived", - "detail": "위험점수 12.50, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/066360/axes/사업안정성", - "status": "derived", - "detail": "위험점수 24.01, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/066360/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-BBB-", - "score": 30.59, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 32.1, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 37.09, - "grade": "BB", - "pdEstimate": 1.5 - }, - { - "period": "2025", - "score": 29.97, - "grade": "BBB-", - "pdEstimate": 0.4 - }, - { - "period": "2024", - "score": 53.24, - "grade": "B+", - "pdEstimate": 4.0 - }, - { - "period": "2023", - "score": 34.56, - "grade": "BB+", - "pdEstimate": 0.75 - }, - { - "period": "2022", - "score": 48.83, - "grade": "B+", - "pdEstimate": 4.0 - }, - { - "period": "2021", - "score": 82.03, - "grade": "CC", - "pdEstimate": 25.0 - }, - { - "period": "2020", - "score": 76.44, - "grade": "CCC", - "pdEstimate": 15.0 - }, - { - "period": "2019", - "score": 68.94, - "grade": "B-", - "pdEstimate": 10.0 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-2", - "pdEstimate": 0.4, - "notchAdjustment": null, - "divergenceExplanation": [ - "유동성 축이 62점으로 등급 하방 압력", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -917,14 +608,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1034,186 +725,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "066360", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." - }, - "confidence": { - "level": "high", - "score": 100.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": 0.716, - "direction": "positive", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": 1.0, - "direction": "positive", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.5, - "direction": "positive", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.716 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "confirmation" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.5 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "confirmation" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1224,10 +735,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1243,10 +754,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +781,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1284,7 +795,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +803,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +819,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1452,8 +963,7 @@ } }, "statusCounts": { - "partial": 3, - "usable": 2 + "partial": 3 }, "gaps": [ { @@ -1464,11 +974,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1513,11 +1021,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1548,8 +1054,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/066410.json b/landing/lenses/066410.json index f59048d984c1c06285dca5821581e12f19fd79dd..3ad0ad10a0971dab9dfd76cbb2c530af85a89f5f 100644 --- a/landing/lenses/066410.json +++ b/landing/lenses/066410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,7 +1117,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066430.json b/landing/lenses/066430.json index 071d4d9cecf6aeb1e553b2622b8c2f4664c4386e..2ef19ed67fe868774f6e1c542ae295d1f2ce65f2 100644 --- a/landing/lenses/066430.json +++ b/landing/lenses/066430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 33.43, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.68, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 33.43, + "score": 35.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 33.76, + "score": 36.01, "assumptions": { "scenarioStress": "moderate" } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066570.json b/landing/lenses/066570.json index ba0636c2a6f812fadbfb2a5ead6c0287c0b8c537..b411e7497c24110487daca67b0e45ac8b5173335 100644 --- a/landing/lenses/066570.json +++ b/landing/lenses/066570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,88 +1460,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7458d5c6ee0d", - "target": "066570", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/066590.json b/landing/lenses/066590.json index 0b53a28121966b280ce22fd798cf4551adce966d..c571afdeeafa1c52fa1a6dedff69c5fc5c906711 100644 --- a/landing/lenses/066590.json +++ b/landing/lenses/066590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066620.json b/landing/lenses/066620.json index 7c606a3650f233325042d2910489307790c4e633..5ce340805edd494cd8d5296f068ac29b2805aea1 100644 --- a/landing/lenses/066620.json +++ b/landing/lenses/066620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066670.json b/landing/lenses/066670.json index f2f985e07d2ff7b6dcd4c72f8c356de439abfb42..40673cfde990eb556ada16348a861039cd994272 100644 --- a/landing/lenses/066670.json +++ b/landing/lenses/066670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/066700.json b/landing/lenses/066700.json index 147dff98bfcbc7608ebe106138e4dad7b45bd5c6..56c0da8d62a127204aa13611575352ca1bcb95f4 100644 --- a/landing/lenses/066700.json +++ b/landing/lenses/066700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066790.json b/landing/lenses/066790.json index 114013761285b1f2b4d2ac60fd2d3e25d0cb429a..d3bea4c98eefc21c1986841b5c019e0571133817 100644 --- a/landing/lenses/066790.json +++ b/landing/lenses/066790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-04", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,7 +1033,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-04", "period": "2025", "status": "derived", @@ -1055,7 +1055,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-04", "period": "2025", "status": "observed", @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066900.json b/landing/lenses/066900.json index 02ed3d33c83ac3e27ec7b28bdea6a0655957153e..5cd292fa00aef9b6165eb8a151b69636a7df28bc 100644 --- a/landing/lenses/066900.json +++ b/landing/lenses/066900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 14.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 19.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066910.json b/landing/lenses/066910.json index b9578af67b011a86380e3c71e5dcbcceb6934fb3..4fd6d2e726b4373cb3516c92ed480b4d59e528bf 100644 --- a/landing/lenses/066910.json +++ b/landing/lenses/066910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -999,8 +999,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066970.json b/landing/lenses/066970.json index 554fc63094487775322de8cb10f347b63dadf7ed..da0a2645d02ba6c030d2827aab0d39d1b99226bf 100644 --- a/landing/lenses/066970.json +++ b/landing/lenses/066970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 40.40, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 40.64, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 40.4, + "score": 40.64, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 40.75, + "score": 40.94, "assumptions": { "scenarioStress": "moderate" } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066980.json b/landing/lenses/066980.json index 2df0a0d0a863e2c448e034a28b3fa8e77151d998..a7b202b94faeec4c76f7352884cf3b2611e3bc60 100644 --- a/landing/lenses/066980.json +++ b/landing/lenses/066980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067000.json b/landing/lenses/067000.json index c12a887c9268900bc0a9c725374efa835ae2da9b..424e88d46b067bf3e1d716e011e7f05de0ff01e9 100644 --- a/landing/lenses/067000.json +++ b/landing/lenses/067000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -965,15 +965,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -998,8 +998,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,17 +1044,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1064,7 +1064,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1123,7 +1123,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1132,7 +1132,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1382,88 +1382,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:e21443028ae8", - "target": "067000", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.673 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/067010.json b/landing/lenses/067010.json index aa2b8832f89e76a19486a24da5cac9fc92215f9c..0610d80d4dcc6934bb666348ea755ef5804e3ea5 100644 --- a/landing/lenses/067010.json +++ b/landing/lenses/067010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067080.json b/landing/lenses/067080.json index 0d74209a739eb19243195aca184c095b9c125802..82e5e1457dbfe03302a21a0aa15c3761906b006c 100644 --- a/landing/lenses/067080.json +++ b/landing/lenses/067080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 78점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 12.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 12.98%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067160.json b/landing/lenses/067160.json index 5f60e132f07e9f6ba919b309d59ffa502a942a15..7b4b834d34a471e81a5df995706dc338952db719 100644 --- a/landing/lenses/067160.json +++ b/landing/lenses/067160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/067170.json b/landing/lenses/067170.json index f9ae55aba4cc8cab193c6c0dcf8b424d8b6fb8c4..13035a897598a1f54188711e11a9dd4345acb108 100644 --- a/landing/lenses/067170.json +++ b/landing/lenses/067170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067250.json b/landing/lenses/067250.json index c3df299b3db86765b50b31cb2e8fdbe741c05ed6..f22a30474f964039ba64f120e2371b61ea99f974 100644 --- a/landing/lenses/067250.json +++ b/landing/lenses/067250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,14 +828,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,10 +1084,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1102,10 +1102,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067280.json b/landing/lenses/067280.json index 4aa86e98fe24adfaebcd92c3aa48aa684b06c69c..fd5f7795dd6b08a9437374aa549dfacd545961b2 100644 --- a/landing/lenses/067280.json +++ b/landing/lenses/067280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067290.json b/landing/lenses/067290.json index ba3cfc7c6926af7e8911027ae4dd9d212207a8fc..d2923847c3fb1e347b99316de85494ed46b84533 100644 --- a/landing/lenses/067290.json +++ b/landing/lenses/067290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067310.json b/landing/lenses/067310.json index 344f686b0ba5d694670eb0b038c2b58cd044e280..802f072612fb9d96bb05ff66cdee9d9a797cc983 100644 --- a/landing/lenses/067310.json +++ b/landing/lenses/067310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1558,7 +1558,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1580,7 +1580,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1598,8 +1598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/067370.json b/landing/lenses/067370.json index 26bf2ebdf826a6dd6dc7968e980df1eb279e9b7b..4b962abf7a0ccafd0ada9227ec0257e7ea120793 100644 --- a/landing/lenses/067370.json +++ b/landing/lenses/067370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -308,18 +308,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 32.21, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 29.96, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -502,15 +502,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 32.21, + "grade": "dCR-BBB", + "score": 29.96, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 32.86, + "grade": "dCR-BBB", + "score": 30.61, "assumptions": { "scenarioStress": "moderate" } @@ -569,7 +569,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-2", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -579,7 +579,6 @@ "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -594,14 +593,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -721,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -740,8 +739,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -753,8 +752,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -771,10 +770,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -784,7 +783,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -793,7 +792,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -861,10 +860,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -880,10 +879,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,10 +897,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -916,10 +915,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -930,7 +929,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -938,7 +937,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -946,7 +945,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -962,7 +961,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067390.json b/landing/lenses/067390.json index 47df0062e033e29aec2ee2f5def93e72bcc02b72..0b95ea00c7d42ec80f8822f72c37d5ea057a2772 100644 --- a/landing/lenses/067390.json +++ b/landing/lenses/067390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067570.json b/landing/lenses/067570.json index 9653f9fdeee55bc0d9d549295e10bd7799670403..ed7076533aa071b97f725c92ec0b8556d5d8d7cf 100644 --- a/landing/lenses/067570.json +++ b/landing/lenses/067570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,313 +611,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "067570", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-06" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 46.56, 전망 긍정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 17.05, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 2.56, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 68.35, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 10.25, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 44.65, - "unit": "riskScore", - "direction": "negative", - "weight": 30, - "contribution": 13.39, - "sourceRef": "axes.채무상환능력" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 양호하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/067570/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/067570/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 경기관련소비재 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/067570/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 주의가 필요한 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/067570/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/067570/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 44.65, 가중치 30%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/067570/axes/자본구조", - "status": "derived", - "detail": "위험점수 17.05, 가중치 15%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/067570/axes/유동성", - "status": "derived", - "detail": "위험점수 44.44, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/067570/axes/현금흐름", - "status": "derived", - "detail": "위험점수 68.35, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/067570/axes/사업안정성", - "status": "derived", - "detail": "위험점수 33.45, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/067570/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-BB-", - "score": 46.56, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 47.11, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.현금흐름" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 47.87, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2025", - "score": 71.63, - "grade": "CCC", - "pdEstimate": 15.0 - }, - { - "period": "2024", - "score": 46.71, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2023", - "score": 46.32, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2022", - "score": 32.63, - "grade": "BB+", - "pdEstimate": 0.75 - }, - { - "period": "2021", - "score": 35.2, - "grade": "BB+", - "pdEstimate": 0.75 - }, - { - "period": "2020", - "score": 43.86, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2019", - "score": 47.42, - "grade": "BB-", - "pdEstimate": 2.5 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-5", - "pdEstimate": 2.5, - "notchAdjustment": null, - "divergenceExplanation": [ - "현금흐름 축이 68점으로 등급 하방 압력", - "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "D/EBITDA 29.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", - "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -928,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1045,186 +738,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "067570", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." - }, - "confidence": { - "level": "high", - "score": 100.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": -0.25, - "direction": "negative", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": -0.8, - "direction": "negative", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": -0.5, - "direction": "negative", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.25 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "deteriorationPriced" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.5 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "deteriorationPriced" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1235,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +790,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1380,7 +893,7 @@ }, "statusCounts": { "partial": 2, - "usable": 3 + "usable": 1 }, "gaps": [ { @@ -1391,11 +904,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1440,11 +951,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1461,8 +970,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/067630.json b/landing/lenses/067630.json index 2ec4d9794949dac13aa88ced351fd9ee2b118db6..701fd613a5094fbcf4a5b3d75b5c836285d84865 100644 --- a/landing/lenses/067630.json +++ b/landing/lenses/067630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 16.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 17.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067730.json b/landing/lenses/067730.json index 1a453bb8f9c1f5caca3cb7ecd15f585d877f05e5..8bd7f58061b0951293a2ad507bc94b7a0b0e2b64 100644 --- a/landing/lenses/067730.json +++ b/landing/lenses/067730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,10 +1246,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067770.json b/landing/lenses/067770.json index 5b31f3fc4b240dfb27d1a11fbc704b39ceeed95f..45d5fa44e27e988b2f84c680afa9a47636915043 100644 --- a/landing/lenses/067770.json +++ b/landing/lenses/067770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5fa931deebbb", - "target": "067770", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.328 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/067830.json b/landing/lenses/067830.json index 40ef4e85e108b27bfdd6b94c674cd38cc45082cb..14289e36e672712c9df6c860171659d9e0c527cd 100644 --- a/landing/lenses/067830.json +++ b/landing/lenses/067830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067900.json b/landing/lenses/067900.json index 2f9c49dc530b6bc0e5bcc3119f379401f01d80fc..cd64bc71daac1862418d49fbc81651b1f109456c 100644 --- a/landing/lenses/067900.json +++ b/landing/lenses/067900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067920.json b/landing/lenses/067920.json index 5d7f4a0fbe6f481dbcf9f189bd9a7d4aba2a4769..f8012b604b04e84c1a5e87f45b97fc00de47372d 100644 --- a/landing/lenses/067920.json +++ b/landing/lenses/067920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067990.json b/landing/lenses/067990.json index 69175a1285607409de3a7a0b685560b39a97be3c..d4086aeb58a060b693cc3df482ed6b2a7bfe0162 100644 --- a/landing/lenses/067990.json +++ b/landing/lenses/067990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068050.json b/landing/lenses/068050.json index 45571126d14ab03cdf39d889cabc4bd4f4a1ee42..9592c3745a1795123185b8084824ae6244fdc7fd 100644 --- a/landing/lenses/068050.json +++ b/landing/lenses/068050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "유동성 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 13.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 12.74%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,8 +1505,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/068060.json b/landing/lenses/068060.json index 793f72e608d40492cd827f9af4362b6116c78c2f..47e2cf57a9bb5a7e6c2ca36e99b7469057740b1a 100644 --- a/landing/lenses/068060.json +++ b/landing/lenses/068060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068100.json b/landing/lenses/068100.json index 19e76583c3b2c5403e823ba7676571b1703fa14e..e9c08d1ccc8aaaef315abf494f7ee27bbd132371 100644 --- a/landing/lenses/068100.json +++ b/landing/lenses/068100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068240.json b/landing/lenses/068240.json index 000ffb31f2ab1214a35f93d9cd52c0cb5c88940a..64ab6d2c69093e60538212a92942048d144c606a 100644 --- a/landing/lenses/068240.json +++ b/landing/lenses/068240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-16", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-16", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-16", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068270.json b/landing/lenses/068270.json index d34abbf2fe06458882f17f453317ef980f137e9c..e37baa702e16a1d10fb12212d6a3b53aa7fca583 100644 --- a/landing/lenses/068270.json +++ b/landing/lenses/068270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b558c6586f1f", + "target": "068270", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/068290.json b/landing/lenses/068290.json index 9ea68ed679f8fe8a86f79208b95117b80f285728..23e3d797d1657fdf93643b2bc79b6553317d6140 100644 --- a/landing/lenses/068290.json +++ b/landing/lenses/068290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -997,8 +997,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1028,10 +1028,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1041,7 +1041,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068330.json b/landing/lenses/068330.json index d1411d00fa3e6fabb40af5228ce4919f66ce7c1b..cd0e81e3b0072270a9d394f79ca71c4c631da3b4 100644 --- a/landing/lenses/068330.json +++ b/landing/lenses/068330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068400.json b/landing/lenses/068400.json index 91d3c42e08baf59c1941a14b9ea79dbd77e9ffa8..cec3a1a8e9c810e427590274cef81ad9e40ae64b 100644 --- a/landing/lenses/068400.json +++ b/landing/lenses/068400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068420.json b/landing/lenses/068420.json index cc16eab9f00722bc2d8d9f54ec4f084b528303c6..32e44200d96d0c5868d37418e065bb2936cc1393 100644 --- a/landing/lenses/068420.json +++ b/landing/lenses/068420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2026", @@ -36,10 +36,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -353,10 +353,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -441,10 +441,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -460,10 +460,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -487,10 +487,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -505,10 +505,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -519,7 +519,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -527,7 +527,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -543,7 +543,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -559,7 +559,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068760.json b/landing/lenses/068760.json index b0d6d03471ce4a19131181b6ef4509593181a03c..4f69fdbf572d03d8a4ef67da4bffb95e583b8111 100644 --- a/landing/lenses/068760.json +++ b/landing/lenses/068760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068790.json b/landing/lenses/068790.json index 2a4d0cf7474470f2bb8953f76f49cfeedfc7303f..963acd7845a3744fdb5812a7d9161a508effe336 100644 --- a/landing/lenses/068790.json +++ b/landing/lenses/068790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,88 +1464,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:da5bf7f2951a", - "target": "068790", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/068930.json b/landing/lenses/068930.json index e9c2b733701610f0aab4c6c05a92b610b5f4e1a9..a56c7a65ed3a6ae5d9c5d9003cc266ef42a28bcf 100644 --- a/landing/lenses/068930.json +++ b/landing/lenses/068930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068940.json b/landing/lenses/068940.json index 062fbc3fb8036060582d167fe3efc7ff3567dfef..f95e4887ef4f6f6b9f0a8dd3e0dd928214dacec1 100644 --- a/landing/lenses/068940.json +++ b/landing/lenses/068940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1259,10 +1259,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069080.json b/landing/lenses/069080.json index 9919ece66fef2113ca3384a8dbdd9b0e3c09a899..1af910017ae64749fafbd589278bc13fe88412d4 100644 --- a/landing/lenses/069080.json +++ b/landing/lenses/069080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069110.json b/landing/lenses/069110.json index e1187ef3ef995f35a42a00ef5c7cca72228f2e82..2a54e303f2c84a476234eea8aface56f2df2e48f 100644 --- a/landing/lenses/069110.json +++ b/landing/lenses/069110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2023", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069140.json b/landing/lenses/069140.json index e1938f1b4bba73367662c9a6472a98c93818fe99..630f45e551104724eadbaa8a9ce190114b13e135 100644 --- a/landing/lenses/069140.json +++ b/landing/lenses/069140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 7.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 7.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069260.json b/landing/lenses/069260.json index ff762eca7e7b24800facf2140f760ce9b96190ae..3093cc3c537492f049cf98e76c738e72e41731f1 100644 --- a/landing/lenses/069260.json +++ b/landing/lenses/069260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,316 +611,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "069260", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-06" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "dCR-AA-", - "summary": "dCR 위험점수 9.73, 전망 부정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 0.63, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 0.09, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 30.34, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 4.55, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 28.49, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 2.85, - "sourceRef": "axes.사업안정성" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/069260/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/069260/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 매우 우수하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/069260/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 주의가 필요한 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/069260/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/069260/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 2.28, 가중치 30%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/069260/axes/자본구조", - "status": "derived", - "detail": "위험점수 0.63, 가중치 15%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/069260/axes/유동성", - "status": "derived", - "detail": "위험점수 30.34, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/069260/axes/현금흐름", - "status": "derived", - "detail": "위험점수 20.53, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/069260/axes/사업안정성", - "status": "derived", - "detail": "위험점수 28.49, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/069260/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-AA-", - "score": 9.73, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 10.21, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 3.53, - "grade": "AA+", - "pdEstimate": 0.01 - }, - { - "period": "2025", - "score": 5.07, - "grade": "AA", - "pdEstimate": 0.02 - }, - { - "period": "2024", - "score": 3.59, - "grade": "AA+", - "pdEstimate": 0.01 - }, - { - "period": "2023", - "score": 1.28, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2022", - "score": 1.66, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2021", - "score": 1.04, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2020", - "score": 0.61, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2019", - "score": 1.93, - "grade": "AAA", - "pdEstimate": 0.0 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 0.03, - "notchAdjustment": null, - "divergenceExplanation": [ - "유동성 축이 30점으로 등급 하방 압력", - "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -931,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1048,186 +738,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "069260", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." - }, - "confidence": { - "level": "high", - "score": 100.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": -0.397, - "direction": "negative", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": -0.045, - "direction": "neutral", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.5, - "direction": "positive", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.397 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "overOptimism" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.5 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "overOptimism" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1238,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1257,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +785,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +803,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +849,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1502,8 +1012,7 @@ } }, "statusCounts": { - "partial": 3, - "usable": 2 + "partial": 3 }, "gaps": [ { @@ -1514,11 +1023,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1563,11 +1070,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.fx-export-revenue.companyEvidence", @@ -1601,88 +1106,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0a2f235b1311", - "target": "069260", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.397 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/069330.json b/landing/lenses/069330.json index a45a7663a1140ac495bff7f34060ac72d547860c..4652eb56c7d7f3d8baa2d2d119194e90fd92fa67 100644 --- a/landing/lenses/069330.json +++ b/landing/lenses/069330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069410.json b/landing/lenses/069410.json index 6466deff3939c79f392667b94cbf01d74f2f9b9a..0e1f4d4358961dbd86d77bd55d0ae7c62289ebd5 100644 --- a/landing/lenses/069410.json +++ b/landing/lenses/069410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,8 +1505,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/069460.json b/landing/lenses/069460.json index 6a27a417b7d7d2b5fce8dee418eba71c989731f4..0eb0954181cf4d3a4b1e1677bd414278f85f7a2e 100644 --- a/landing/lenses/069460.json +++ b/landing/lenses/069460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,7 +926,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-22", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-22", "period": null, "status": "derived", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-22", "period": null, "status": "observed", @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069510.json b/landing/lenses/069510.json index 7d2f7807b66f915c44387cde442ff51ec261898c..265fda01a031659f5dd359e9789873c015160edb 100644 --- a/landing/lenses/069510.json +++ b/landing/lenses/069510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069540.json b/landing/lenses/069540.json index 545bc7e8984308443c75d1be304aba14c815c96a..36c9cb66fb2cdf767367f735473610c05e429817 100644 --- a/landing/lenses/069540.json +++ b/landing/lenses/069540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.15, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 29.15, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,14 +827,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 31.15, + "score": 29.15, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 31.96, + "score": 29.96, "assumptions": { "scenarioStress": "moderate" } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069620.json b/landing/lenses/069620.json index cedd9c92ead2c853d2e9183a82aaf827c887d2f6..ca2d07fcdeb32bb9894c724344c6ae3ec9241d28 100644 --- a/landing/lenses/069620.json +++ b/landing/lenses/069620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,7 +928,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1116,7 +1116,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1158,8 +1158,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1194,7 +1194,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1250,10 +1250,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1269,10 +1269,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1480,7 +1480,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1502,7 +1502,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1520,15 +1520,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/069640.json b/landing/lenses/069640.json index 67c24e071a42e667f7c2905a082ff2a07156e37c..7a167a20ecbe7633d1c813556f04589ceb6c8b54 100644 --- a/landing/lenses/069640.json +++ b/landing/lenses/069640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069730.json b/landing/lenses/069730.json index accfac901ed63e608759c5d8cd1de05d4dc1ab45..ef5be7cb1ae487330f023233ec8a90a02f230e22 100644 --- a/landing/lenses/069730.json +++ b/landing/lenses/069730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069920.json b/landing/lenses/069920.json index 6f88578c2b3e59a99b5b6872193fd11ed88c4016..86e9e09af177533c32a4b96b0a4c6ef2fd5a1f9d 100644 --- a/landing/lenses/069920.json +++ b/landing/lenses/069920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 245.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 247.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069960.json b/landing/lenses/069960.json index 892b0a4856b4c813c223a0a62ddb1fbb4ed86bf2..814b65e81f08a17b6eab754fd3b5225e7277d835 100644 --- a/landing/lenses/069960.json +++ b/landing/lenses/069960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1501,88 +1501,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5de94532962e", - "target": "069960", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/070080.json b/landing/lenses/070080.json index c5d8480c9753c1974b27d27860350824315fa80a..c4ef726ce79a7b239dbe072e9a8dcc2d10e9f0c7 100644 --- a/landing/lenses/070080.json +++ b/landing/lenses/070080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1088,10 +1088,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1106,10 +1106,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070300.json b/landing/lenses/070300.json index 02508adb8f30bd92efa8dfa9f983a2995db47100..2f86df9c79a94a2daabc28ccfbff6c664cdc6e76 100644 --- a/landing/lenses/070300.json +++ b/landing/lenses/070300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.67, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 35.20, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -826,15 +826,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 31.67, + "grade": "dCR-BB+", + "score": 35.2, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 31.69, + "grade": "dCR-BB+", + "score": 35.22, "assumptions": { "scenarioStress": "moderate" } @@ -917,11 +917,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070590.json b/landing/lenses/070590.json index b3a6db351c2ba9f1157a4213d9f7be4c9bca80b5..8abc786dfd1064b8abe6dc5a930eb677a55e9970 100644 --- a/landing/lenses/070590.json +++ b/landing/lenses/070590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070960.json b/landing/lenses/070960.json index 0847024fe0af9b14936f8ff9cd8ffe9b8119f164..2337785290e3e428e7657ca183da4b51c4a77bc4 100644 --- a/landing/lenses/070960.json +++ b/landing/lenses/070960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -616,13 +616,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,7 +741,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071050.json b/landing/lenses/071050.json index 04dfa5d338c5444407733efb57da9c37c0ee88f7..85d3c6004f4ebe87f0dcd6c6e35cea83b3b944a3 100644 --- a/landing/lenses/071050.json +++ b/landing/lenses/071050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -671,19 +671,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -704,8 +704,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -750,17 +750,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -829,7 +829,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -838,7 +838,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1139,88 +1139,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ac1a1382ec67", - "target": "071050", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/071090.json b/landing/lenses/071090.json index 0caaf40c5b24601acf47e073dd76e2ca12d9ab58..247ee687c8c01acfbaa43703bf2ac47abc674034 100644 --- a/landing/lenses/071090.json +++ b/landing/lenses/071090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1561,7 +1561,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1583,7 +1583,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1601,15 +1601,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/071200.json b/landing/lenses/071200.json index bcef8837da466e4163cf545198dfb54c46540ed6..5c433294c10928c3c6fd6794733aefc580508c3e 100644 --- a/landing/lenses/071200.json +++ b/landing/lenses/071200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071280.json b/landing/lenses/071280.json index f0788eb433e56f209c3d07077ddfe49b72b28be0..6f0522c589e773b2e765eb61403772700cb432b1 100644 --- a/landing/lenses/071280.json +++ b/landing/lenses/071280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071320.json b/landing/lenses/071320.json index 49bd725033cdedae76e8169121f20892b993b694..fa9a8381e2c96f3252eab43359335b53a3c2c3b4 100644 --- a/landing/lenses/071320.json +++ b/landing/lenses/071320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071460.json b/landing/lenses/071460.json index 5ab1f5d53785ff5751c483439ed5319b95dbdaa7..1cd52a83d5b6db67fb41328ccc9b2b8b30fc0b4a 100644 --- a/landing/lenses/071460.json +++ b/landing/lenses/071460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071670.json b/landing/lenses/071670.json index 40ea137d5290cd81bc00f3a8c642078711b046a8..e45b61e3c9cd54ded3a3371f63aacf426cf02ac6 100644 --- a/landing/lenses/071670.json +++ b/landing/lenses/071670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 18.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 19.96%). 최근 주가 하락이 반영된 결과", "D/EBITDA 175.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071840.json b/landing/lenses/071840.json index f4316e1e4b1bf0bccc7799f5d5854db4671e4abf..a189483673c546aeb6a950160e8822de0905fc02 100644 --- a/landing/lenses/071840.json +++ b/landing/lenses/071840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.12%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071850.json b/landing/lenses/071850.json index 4a1c40c6baf763d17d5458ea6b38411c92250fed..dad79f98ff89c92c657cedb22bcdf37dbebe5335 100644 --- a/landing/lenses/071850.json +++ b/landing/lenses/071850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1471,7 +1471,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1493,7 +1493,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1511,15 +1511,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/071950.json b/landing/lenses/071950.json index d1b6e57c774042de5e574c0984d13f54f760259e..b75db82c7819afd996e6fff35990985c3cd04002 100644 --- a/landing/lenses/071950.json +++ b/landing/lenses/071950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -610,312 +610,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "071950", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-06" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "dCR-B", - "summary": "dCR 위험점수 61.37, 전망 긍정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 23.35, - "unit": "riskScore", - "direction": "positive", - "weight": 20, - "contribution": 4.67, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 81.01, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 12.15, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 74.0, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 18.5, - "sourceRef": "axes.채무상환능력" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 양호하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/071950/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/071950/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 경기관련소비재 업종 기준 취약하여 즉각적인 개선이 요구된다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/071950/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 부족하여 차환/유동성 위험이 높다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/071950/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/071950/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 74.00, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/071950/axes/자본구조", - "status": "derived", - "detail": "위험점수 23.35, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/071950/axes/유동성", - "status": "derived", - "detail": "위험점수 81.01, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/071950/axes/현금흐름", - "status": "derived", - "detail": "위험점수 51.33, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/071950/axes/사업안정성", - "status": "derived", - "detail": "위험점수 31.14, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/071950/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-B", - "score": 61.37, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-B", - "score": 61.97, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 45.67, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2025", - "score": 62.32, - "grade": "B-", - "pdEstimate": 10.0 - }, - { - "period": "2024", - "score": 79.93, - "grade": "CC", - "pdEstimate": 25.0 - }, - { - "period": "2023", - "score": 84.18, - "grade": "CC", - "pdEstimate": 25.0 - }, - { - "period": "2022", - "score": 78.81, - "grade": "CC", - "pdEstimate": 25.0 - }, - { - "period": "2021", - "score": 65.4, - "grade": "B-", - "pdEstimate": 10.0 - }, - { - "period": "2020", - "score": 65.69, - "grade": "B-", - "pdEstimate": 10.0 - }, - { - "period": "2019", - "score": 48.57, - "grade": "B+", - "pdEstimate": 4.0 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-6", - "pdEstimate": 7.0, - "notchAdjustment": null, - "divergenceExplanation": [ - "유동성 축이 81점으로 등급 하방 압력", - "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 254.89%). 최근 주가 하락이 반영된 결과", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -926,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1043,186 +737,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "071950", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "medium", - "score": 65.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": -0.85, - "direction": "negative", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": -0.625, - "direction": "negative", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.0, - "direction": "neutral", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.85 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.0 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1233,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +766,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +793,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +807,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +815,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1461,8 +975,7 @@ } }, "statusCounts": { - "partial": 3, - "usable": 2 + "partial": 3 }, "gaps": [ { @@ -1473,11 +986,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1522,11 +1033,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1557,8 +1066,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/071970.json b/landing/lenses/071970.json index cc10ea23fd1d11e78da26779566efff8875f0b4f..ceef8e99938cbe2f9f0f0a5a3092926fdba47ce9 100644 --- a/landing/lenses/071970.json +++ b/landing/lenses/071970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1553,88 +1553,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c379719d4464", - "target": "071970", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/072020.json b/landing/lenses/072020.json index 13f91d43d07aed9ea38db21a37f1b34c06920f51..861a7697ff23f5a384e63c242ae3c13416f66390 100644 --- a/landing/lenses/072020.json +++ b/landing/lenses/072020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -629,18 +629,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-AAA", - "summary": "dCR 위험점수 2.97, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA+", + "summary": "dCR 위험점수 3.97, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -824,15 +824,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AAA", - "score": 2.97, + "grade": "dCR-AA+", + "score": 3.97, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA+", - "score": 3.04, + "score": 4.04, "assumptions": { "scenarioStress": "moderate" } @@ -848,11 +848,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-AA+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -920,7 +915,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.0, + "pdEstimate": 0.01, "notchAdjustment": null, "divergenceExplanation": [ "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -937,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1064,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1103,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1123,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072130.json b/landing/lenses/072130.json index bd24102f6642936d13e48423c456044261647626..fe8df190a24bd720a89974fabb00493a87c0e3ed 100644 --- a/landing/lenses/072130.json +++ b/landing/lenses/072130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072470.json b/landing/lenses/072470.json index 83ddf8beddbe4c94dc26cb698e8ff6b1ede64b04..95d2de3f94b2a489c37d9ae831f15107aebc6f5d 100644 --- a/landing/lenses/072470.json +++ b/landing/lenses/072470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ }, "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.27%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1474,7 +1474,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1496,7 +1496,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1514,15 +1514,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/072710.json b/landing/lenses/072710.json index 89e1f273e3e46c55a9284d0ad99aae5924fee24e..ef4dd8b91ff7e224af38744ceaeb31a3e5a0867b 100644 --- a/landing/lenses/072710.json +++ b/landing/lenses/072710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072770.json b/landing/lenses/072770.json index 78c2dd7fb1d9117952c121694f4a02717fd1b824..4fde1c66818dd8f80a3a29a752de65fdb8a36ec2 100644 --- a/landing/lenses/072770.json +++ b/landing/lenses/072770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 63.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 73.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072870.json b/landing/lenses/072870.json index 97d3dfda319d9e2e61384d7fb0535916d9f029b5..c4738bbd6761b6ec8d38645d3a21832ba5d41bb5 100644 --- a/landing/lenses/072870.json +++ b/landing/lenses/072870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072950.json b/landing/lenses/072950.json index 2a3d811c8ca4301fcac8ed5499d8c68071fb1179..16a4c7886edbe0c717189bf7052a4fc7c73f26d5 100644 --- a/landing/lenses/072950.json +++ b/landing/lenses/072950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 12.36, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 10.10, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 12.36, + "score": 10.1, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 12.57, + "score": 10.3, "assumptions": { "scenarioStress": "moderate" } @@ -915,7 +915,6 @@ }, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.16%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1225,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1238,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072990.json b/landing/lenses/072990.json index ab04389ac6eb4d1656cd7fa43baa571941ff4add..e9d048eacc29f18da387ecdaa556bc7b33a71d1d 100644 --- a/landing/lenses/072990.json +++ b/landing/lenses/072990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073010.json b/landing/lenses/073010.json index 51e433219c41ff963c50b7ca6278f3287700050d..748525e8da1bcfae7da39589dbe99ae3e6e9dacb 100644 --- a/landing/lenses/073010.json +++ b/landing/lenses/073010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,7 +925,7 @@ "divergenceExplanation": [ "현금흐름 축이 47점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 7.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,10 +1117,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073070.json b/landing/lenses/073070.json index 0659c298d9ef3aaa242b0bb3b81ebf4c3f609bb2..8974544dbefb4576485755501854469bd14ba800 100644 --- a/landing/lenses/073070.json +++ b/landing/lenses/073070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -46,10 +46,10 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2021", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -155,7 +155,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2020", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -202,7 +202,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2021", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -249,7 +249,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2020", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -296,7 +296,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2021", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2020", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2020", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -868,14 +868,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1078,10 +1078,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1097,10 +1097,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,10 +1124,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1142,10 +1142,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1164,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073110.json b/landing/lenses/073110.json index d023cb680a084c51f79ce89bb7e52827f5163f08..0d41dd89a42ef21b97c76155081f08be172887c9 100644 --- a/landing/lenses/073110.json +++ b/landing/lenses/073110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1596,12 +1596,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:812066fbdbc6", + "target": "073110", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.305 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/073190.json b/landing/lenses/073190.json index e3738be4f8ad40772e4207e2b1fa336f8766bd4e..1ec1dec3d1cbca0b763039b0a20b60729050a399 100644 --- a/landing/lenses/073190.json +++ b/landing/lenses/073190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-19", "period": "2022", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-19", "period": "2022", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-19", "period": "2022", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073240.json b/landing/lenses/073240.json index 704f76e86d69274e010dbd53000d5ca59acc37d6..4a4db566bfa1df32b06cbb2e87a66254d0e2580e 100644 --- a/landing/lenses/073240.json +++ b/landing/lenses/073240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073490.json b/landing/lenses/073490.json index 0671090100bc839336541294566e86f6dbceab97..7a49c824c1dc59161d90a4a96db63a3eda796228 100644 --- a/landing/lenses/073490.json +++ b/landing/lenses/073490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073540.json b/landing/lenses/073540.json index f47c8f599dd86f2a5772ae55650c5fc14ebdc554..3ab0df4084e9772068d79dfadfd281486baa0b67 100644 --- a/landing/lenses/073540.json +++ b/landing/lenses/073540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 51점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 8.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -980,15 +980,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1013,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1059,17 +1059,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1132,13 +1132,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1147,7 +1147,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1382,88 +1382,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b858ab121785", - "target": "073540", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.57 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/073560.json b/landing/lenses/073560.json index 76005b875e8cb8b9af4d0041f96a91ef1191a7c3..dd5098e292bd810fbcd6a1e28e1f9ddc03f047dd 100644 --- a/landing/lenses/073560.json +++ b/landing/lenses/073560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073570.json b/landing/lenses/073570.json index 5592a4cec58269310e88d57d81ac0cd6ac270187..c2faa4aa2a10630c985d10a6a704c0a2464b94c6 100644 --- a/landing/lenses/073570.json +++ b/landing/lenses/073570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -889,10 +889,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -921,8 +921,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -941,8 +941,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -961,7 +961,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1075,10 +1075,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1093,10 +1093,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1107,7 +1107,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073640.json b/landing/lenses/073640.json index 05d20e7437ff6c32fdcfd57ce7a33084b1d27f39..47db06b74bf85635820c701b1cf333a9f0037b1a 100644 --- a/landing/lenses/073640.json +++ b/landing/lenses/073640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/074430.json b/landing/lenses/074430.json index eee2e0099926aa350af03e8984c0c74cfa6df396..787a7fecacfc557575201ffeeb12658b7d05f338 100644 --- a/landing/lenses/074430.json +++ b/landing/lenses/074430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,8 +1455,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/074600.json b/landing/lenses/074600.json index 6167ca675c8a1f2195756c74393626486b2f199c..da30262717c83112759e1b0862e1baf4e36413a5 100644 --- a/landing/lenses/074600.json +++ b/landing/lenses/074600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/074610.json b/landing/lenses/074610.json index b91b1c05ee9bac76c972f5939542ea32361ab8b4..17ba117b15217223487fddf0fe57c50fb110fff4 100644 --- a/landing/lenses/074610.json +++ b/landing/lenses/074610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-12-29", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-12-29", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-12-29", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1388,7 +1388,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1410,7 +1410,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1428,7 +1428,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-12-29", "period": "2025", "status": "observed", diff --git a/landing/lenses/075130.json b/landing/lenses/075130.json index 6c4de8ed1d79571cb4ce27f051b331aa9f35454b..f59bce37b03e50cf0c5b1e5f391735c36721e5b2 100644 --- a/landing/lenses/075130.json +++ b/landing/lenses/075130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/075180.json b/landing/lenses/075180.json index c52e0b08924e006f2e8ef7a096d8ad9c9799ff2a..698e8738d48910765bfffdbb37b769dd5a9fb3b3 100644 --- a/landing/lenses/075180.json +++ b/landing/lenses/075180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -612,309 +612,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "075180", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-06" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 15.64, 전망 안정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 0.25, - "unit": "riskScore", - "direction": "positive", - "weight": 20, - "contribution": 0.05, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 30.0, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 4.5, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 23.8, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 5.95, - "sourceRef": "axes.채무상환능력" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/075180/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/075180/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 경기관련소비재 업종 기준 양호한 수준이다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/075180/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 주의가 필요한 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/075180/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/075180/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 23.80, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/075180/axes/자본구조", - "status": "derived", - "detail": "위험점수 0.25, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/075180/axes/유동성", - "status": "derived", - "detail": "위험점수 30.00, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/075180/axes/현금흐름", - "status": "derived", - "detail": "위험점수 17.50, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/075180/axes/사업안정성", - "status": "derived", - "detail": "위험점수 17.51, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/075180/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-A", - "score": 15.64, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 15.64, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 0.26, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2025", - "score": 19.14, - "grade": "BBB+", - "pdEstimate": 0.15 - }, - { - "period": "2024", - "score": 19.1, - "grade": "BBB+", - "pdEstimate": 0.15 - }, - { - "period": "2023", - "score": 19.1, - "grade": "BBB+", - "pdEstimate": 0.15 - }, - { - "period": "2022", - "score": 19.11, - "grade": "BBB+", - "pdEstimate": 0.15 - }, - { - "period": "2021", - "score": 7.75, - "grade": "AA", - "pdEstimate": 0.02 - }, - { - "period": "2020", - "score": 19.13, - "grade": "BBB+", - "pdEstimate": 0.15 - }, - { - "period": "2019", - "score": 23.97, - "grade": "BBB", - "pdEstimate": 0.25 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 0.06, - "notchAdjustment": null, - "divergenceExplanation": [ - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -925,14 +622,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1042,186 +739,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "075180", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "medium", - "score": 65.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": 0.239, - "direction": "positive", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": -0.255, - "direction": "negative", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": -0.5, - "direction": "negative", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.239 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.5 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1232,10 +749,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +768,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +791,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1377,7 +894,7 @@ }, "statusCounts": { "partial": 2, - "usable": 3 + "usable": 1 }, "gaps": [ { @@ -1388,11 +905,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1437,11 +952,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1458,8 +971,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/075580.json b/landing/lenses/075580.json index 412998b1a1f25c59fdbc3474f00678ee2b5fc376..9e4e769ca9e7fe52b7a0e70474c6fd4abf07c5be 100644 --- a/landing/lenses/075580.json +++ b/landing/lenses/075580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1603,7 +1603,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1625,7 +1625,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1643,8 +1643,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/075970.json b/landing/lenses/075970.json index db0f42366539e8d88a7f02491676e9bdc1b28695..d538a60f084a148a95622514d925ee6dde9be519 100644 --- a/landing/lenses/075970.json +++ b/landing/lenses/075970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/076080.json b/landing/lenses/076080.json index ab6760b061efdbe08f3adee3e00d89330047923d..00ded2b45968088d9972d975cdc7dd615d695fed 100644 --- a/landing/lenses/076080.json +++ b/landing/lenses/076080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1473,7 +1473,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1495,7 +1495,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1513,8 +1513,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/076610.json b/landing/lenses/076610.json index 4c1691e74d09a722d3fdacf298987679292fdffd..496ecc129cd304797ee2d9f85cfa7fba1a9fd1bb 100644 --- a/landing/lenses/076610.json +++ b/landing/lenses/076610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/077360.json b/landing/lenses/077360.json index a1717e4976ebd10f907033031d211c2660a52365..2c5eb6f5a5a8d3fc1563c31e7c974915e0b10ed1 100644 --- a/landing/lenses/077360.json +++ b/landing/lenses/077360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1557,12 +1557,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:600dcf23d700", + "target": "077360", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/077500.json b/landing/lenses/077500.json index 13a81d416a025867a1509d2a50539542dc5f785e..06928bc53727efa34c99fefc7d7bbc643b55e6be 100644 --- a/landing/lenses/077500.json +++ b/landing/lenses/077500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/077970.json b/landing/lenses/077970.json index dce03e37d7aa35bf55b51d11e045102e292304e9..94be7f8b87bb274e183b288ef1b364df373baea9 100644 --- a/landing/lenses/077970.json +++ b/landing/lenses/077970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1595,88 +1595,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2c1e42036c28", - "target": "077970", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/078000.json b/landing/lenses/078000.json index 032e60e1e2e8e91b786fb6eac91267840794c365..8719deb66c72c3ba88d6866773926714b3c2c83d 100644 --- a/landing/lenses/078000.json +++ b/landing/lenses/078000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078020.json b/landing/lenses/078020.json index 2077728d4adf346016ccf508c34890377b43582b..ae0f22c4a66c942177de3baff30768dc29b9aa70 100644 --- a/landing/lenses/078020.json +++ b/landing/lenses/078020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -953,10 +953,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -986,8 +986,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -999,7 +999,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1039,10 +1039,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1052,7 +1052,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1077,7 +1077,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,10 +1179,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1197,10 +1197,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078070.json b/landing/lenses/078070.json index bd7637d5efedf644b69ea527373baad0c0c86fed..b3fbba4c78c2fbf1ae33618f7f33068f6cec1dd4 100644 --- a/landing/lenses/078070.json +++ b/landing/lenses/078070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078130.json b/landing/lenses/078130.json index 6b2dae888ce77cdd060502ddb3c9356e7f2f996d..1bbdfb1f73bf3b8eba0b1b9cf55645d65d595835 100644 --- a/landing/lenses/078130.json +++ b/landing/lenses/078130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/078140.json b/landing/lenses/078140.json index 4edd7ed2d966d47d249880d8e1ef1c4bfcf3d81b..eb22517159d27098490fce2d466c50efb5d200d3 100644 --- a/landing/lenses/078140.json +++ b/landing/lenses/078140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078150.json b/landing/lenses/078150.json index 7cc0268249fe04a2684527ed2a760b3cfd36c226..8761f99d2912560ed4815d0a0dbb3d6123fbe776 100644 --- a/landing/lenses/078150.json +++ b/landing/lenses/078150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,88 +1460,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:46c7da9ca6ca", - "target": "078150", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.242 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/078160.json b/landing/lenses/078160.json index 43d91c1f0aacae5e1a5395a4e812da2c25f5b055..8100b5a0d480aa57474b9e8d9c885abb6d1998da 100644 --- a/landing/lenses/078160.json +++ b/landing/lenses/078160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078340.json b/landing/lenses/078340.json index 12c4b13ba5a123d48ce750bfbee90b94d055c402..7face1f8b3fa2082bec44ec69d20f249a7ea7024 100644 --- a/landing/lenses/078340.json +++ b/landing/lenses/078340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078350.json b/landing/lenses/078350.json index 2920b3fa8bf1b45807585b12406a6bf6e68dfb6a..a70bfbc130994ee8cb7ae3c7b21d4748dbec213a 100644 --- a/landing/lenses/078350.json +++ b/landing/lenses/078350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 15.84, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 18.46, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 15.84, + "grade": "dCR-A-", + "score": 18.46, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 17.1, + "grade": "dCR-BBB+", + "score": 19.79, "assumptions": { "scenarioStress": "moderate" } @@ -843,7 +843,7 @@ }, { "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", + "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", "sourceRef": "scenarios.moderateStress" } ], @@ -912,10 +912,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1090,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078520.json b/landing/lenses/078520.json index 7a4c8294ce5d2475f7a4e55a868f22a31e05a170..6e1bbb4f5cdd0b1294ea844b5a84bdd68a8e3f84 100644 --- a/landing/lenses/078520.json +++ b/landing/lenses/078520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,12 +1451,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:073c65a66d3f", + "target": "078520", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.429 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/078590.json b/landing/lenses/078590.json index 7684c917870799715e67867a9dbcb7718f6d5d46..ad72517261c4c1c60cfa660650ed974ef23a9b66 100644 --- a/landing/lenses/078590.json +++ b/landing/lenses/078590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -919,7 +919,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 28.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1256,10 +1256,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078600.json b/landing/lenses/078600.json index b377c5562bb7d2e9ac5043ff091a1af359001876..715889141b0f0eb585e03fe8f509a9863fdc0373 100644 --- a/landing/lenses/078600.json +++ b/landing/lenses/078600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078860.json b/landing/lenses/078860.json index 83197d32832804506525048f284112e7f7c0a951..a9b3094b9cd8c40339e8b711f7aa69ece2c5d9a0 100644 --- a/landing/lenses/078860.json +++ b/landing/lenses/078860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078890.json b/landing/lenses/078890.json index 529c0c200978ad1cdd5e4e4b95226ebd76f05d30..489b9ecb04ca5c1c197036ba1bbaddfb922f6d4e 100644 --- a/landing/lenses/078890.json +++ b/landing/lenses/078890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078930.json b/landing/lenses/078930.json index ecb5b13c8d832fc638a4669dcc89460274330bb9..88dc68816d2cfff47347520fe9b0f8faf1aa8535 100644 --- a/landing/lenses/078930.json +++ b/landing/lenses/078930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "reasons": [ "중대형기업 (매출 25조)", "캡티브금융 별도 D/EBITDA 0.0x (양호)", - "시가총액 13조" + "시가총액 12조" ], "monotonicGate": "A+" }, @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1602,88 +1602,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7616ff515cc7", - "target": "078930", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.512 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/079000.json b/landing/lenses/079000.json index ee0aaaa4188060be391fa65a70c1b3fc3867ee7b..decbd4a2ea3777983b38458a14444ed7c9b80205 100644 --- a/landing/lenses/079000.json +++ b/landing/lenses/079000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -909,10 +909,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -941,8 +941,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -981,7 +981,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1095,10 +1095,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1113,10 +1113,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079160.json b/landing/lenses/079160.json index 8590a6c41b92d2461e3a43d50243323085b7ed33..1805983c1ab7e1ec1d6e11dd7bb8f2ae8af35684 100644 --- a/landing/lenses/079160.json +++ b/landing/lenses/079160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -609,311 +609,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "079160", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-06" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 48.47, 전망 긍정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 17.5, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 2.62, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 53.57, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 13.39, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 52.47, - "unit": "riskScore", - "direction": "negative", - "weight": 20, - "contribution": 10.49, - "sourceRef": "axes.자본구조" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 과도한 부채로 구조적 위험이 존재한다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/079160/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/079160/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 필수소비재 업종 기준 취약하여 즉각적인 개선이 요구된다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/079160/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 부족하여 차환/유동성 위험이 높다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/079160/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/079160/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 53.57, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/079160/axes/자본구조", - "status": "derived", - "detail": "위험점수 52.47, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/079160/axes/유동성", - "status": "derived", - "detail": "위험점수 45.72, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/079160/axes/현금흐름", - "status": "derived", - "detail": "위험점수 17.50, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/079160/axes/사업안정성", - "status": "derived", - "detail": "위험점수 42.22, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/079160/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-B+", - "score": 48.47, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 49.86, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 64.64, - "grade": "B-", - "pdEstimate": 10.0 - }, - { - "period": "2025", - "score": 67.2, - "grade": "B-", - "pdEstimate": 10.0 - }, - { - "period": "2024", - "score": 72.84, - "grade": "CCC", - "pdEstimate": 15.0 - }, - { - "period": "2023", - "score": 71.79, - "grade": "CCC", - "pdEstimate": 15.0 - }, - { - "period": "2022", - "score": 64.43, - "grade": "B-", - "pdEstimate": 10.0 - }, - { - "period": "2021", - "score": 74.78, - "grade": "CCC", - "pdEstimate": 15.0 - }, - { - "period": "2020", - "score": 70.61, - "grade": "CCC", - "pdEstimate": 15.0 - }, - { - "period": "2019", - "score": 70.44, - "grade": "CCC", - "pdEstimate": 15.0 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 4.0, - "notchAdjustment": null, - "divergenceExplanation": [ - "채무상환능력 축이 54점으로 등급 하방 압력", - "D/EBITDA 10.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -924,14 +619,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1041,176 +736,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "079160", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "partial", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "medium", - "score": 61.3, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": -0.107, - "direction": "neutral", - "sourceRef": "fundamental.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.5, - "direction": "positive", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.107 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.5 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1221,10 +746,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1240,10 +765,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +792,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +806,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +814,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +830,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1449,8 +974,7 @@ } }, "statusCounts": { - "partial": 4, - "usable": 1 + "partial": 3 }, "gaps": [ { @@ -1461,11 +985,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1510,18 +1032,9 @@ "engine": "industry" }, { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise", - "engine": "quant" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1553,7 +1066,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/079170.json b/landing/lenses/079170.json index 7c02221819fbe2216a508594add4c3223fcb9ea9..b9b5de42fb049a649816b7f3d2b8cf1527ac224c 100644 --- a/landing/lenses/079170.json +++ b/landing/lenses/079170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,10 +1108,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1121,7 +1121,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079190.json b/landing/lenses/079190.json index f4def1fc9dd753b0936b466723b2b78df64a8d97..bb533ca24dda0a0eecc53086bc6362993f71b066 100644 --- a/landing/lenses/079190.json +++ b/landing/lenses/079190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079370.json b/landing/lenses/079370.json index 69947a62df885e68bd7c039d2d57aea800d3b5ad..f8450da8261974450edb0cc79e8895af00c19f69 100644 --- a/landing/lenses/079370.json +++ b/landing/lenses/079370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 8.86%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/079430.json b/landing/lenses/079430.json index cbca2db64c0054914effa825ed820482c9872a63..be20a60b51291977b6e68643156d058f8a61676b 100644 --- a/landing/lenses/079430.json +++ b/landing/lenses/079430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079550.json b/landing/lenses/079550.json index fb89a66e9d93f89b5d724b1a83ef5a71a440a9da..7eb0618140a1b3d67247b417cca7d27a727e0b73 100644 --- a/landing/lenses/079550.json +++ b/landing/lenses/079550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/079650.json b/landing/lenses/079650.json index 72ad73ee2524b2fbe2ca6209d5b208ae263e4ebc..844c1b9a9764b194b32f35eabf16f8edd4d66ef2 100644 --- a/landing/lenses/079650.json +++ b/landing/lenses/079650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1386,7 +1386,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1408,7 +1408,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1426,8 +1426,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/079810.json b/landing/lenses/079810.json index 56984d89de611ab95c1328e60bdecfaf27bcaad3..d439812edf306da81f4e9d7c1366b3c5ac8a1228 100644 --- a/landing/lenses/079810.json +++ b/landing/lenses/079810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079900.json b/landing/lenses/079900.json index 8cc270e7db408918d738c08eb42f78b76eda2409..8948d44c275d286952c35ad3798fb46a95332ce8 100644 --- a/landing/lenses/079900.json +++ b/landing/lenses/079900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -733,7 +733,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -788,8 +788,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -799,7 +799,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -824,7 +824,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -899,10 +899,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -930,7 +930,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1152,7 +1152,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1170,15 +1170,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/079940.json b/landing/lenses/079940.json index ac8210eafcafeb63c0db31def5c1e91aeef777a0..7f494ac561c5051c76548ece751565e7b80859d2 100644 --- a/landing/lenses/079940.json +++ b/landing/lenses/079940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079950.json b/landing/lenses/079950.json index c0e4bee7fc041f9cd26a6e51b61f12975f1e9d88..739be0350be88229cbe17332d8b07f5dab162ea3 100644 --- a/landing/lenses/079950.json +++ b/landing/lenses/079950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 80.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 89.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079960.json b/landing/lenses/079960.json index ec7279140bab7fd8004e76ba75a6bb8aee885668..1b9e739542d96c2ebab99cf527ca09d702fa2037 100644 --- a/landing/lenses/079960.json +++ b/landing/lenses/079960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/079970.json b/landing/lenses/079970.json index 5d5df7e04210f0247e94bd34207a80ff7dd6485c..35230530e6777ef9583426d2bf606dc6233062a4 100644 --- a/landing/lenses/079970.json +++ b/landing/lenses/079970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079980.json b/landing/lenses/079980.json index 9ff209f4a84847b53200d75f529df78f372c3a7e..624e1b8f8c7dbeb712415be2284e366704f73469 100644 --- a/landing/lenses/079980.json +++ b/landing/lenses/079980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 13.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 14.35%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c6815c744a7b", + "target": "079980", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.373 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/080010.json b/landing/lenses/080010.json index 6918123d5dcea913c2f1df0d565a19c4b498ac96..6bca12c59a9276c8d61374373670508ae89bc06f 100644 --- a/landing/lenses/080010.json +++ b/landing/lenses/080010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1668,7 +1668,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1690,7 +1690,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1708,15 +1708,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/080160.json b/landing/lenses/080160.json index 37b0c5949e5e7df12f26dbbb8dda8df19ec85ffe..fe9ad44a6a16bf419083d70d20fc7041d52ea24f 100644 --- a/landing/lenses/080160.json +++ b/landing/lenses/080160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 3.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 3.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1351,7 +1351,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080220.json b/landing/lenses/080220.json index 95a0b2ede536b3316debeb173ecfd9e38fab18ee..2c95c3e5beda4a5aa9cb4aff9db9a9ad4f037c41 100644 --- a/landing/lenses/080220.json +++ b/landing/lenses/080220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1564,7 +1564,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1586,7 +1586,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1604,8 +1604,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/080420.json b/landing/lenses/080420.json index 6765e17f8c41cc1242393c1c9e4110b811fdb0ba..1524221e975ba074e848131deacad770581e72f5 100644 --- a/landing/lenses/080420.json +++ b/landing/lenses/080420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,88 +1457,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:fb5b2a4c13da", - "target": "080420", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.328 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/080470.json b/landing/lenses/080470.json index f81a9c18a4dc51a1ab0f49a4d32d16b1c083ecec..9b30c59224439303923c5f01897ab8789a21bbee 100644 --- a/landing/lenses/080470.json +++ b/landing/lenses/080470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0bf176111996", - "target": "080470", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/080520.json b/landing/lenses/080520.json index 7c8add2a001bdffe14251d63a06be16547eb29b8..c6ab3bc20aa991f7afd4e43b2a86bb9cd9811bff 100644 --- a/landing/lenses/080520.json +++ b/landing/lenses/080520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080530.json b/landing/lenses/080530.json index 13852c9da459bef73764c1d28db0e74ecd445edc..75b6da3d0a4669c84fc53245b844565d8a028d2d 100644 --- a/landing/lenses/080530.json +++ b/landing/lenses/080530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -629,18 +629,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 17.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 15.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -824,15 +824,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 17.19, + "grade": "dCR-A", + "score": 15.19, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 18.01, + "score": 16.01, "assumptions": { "scenarioStress": "moderate" } @@ -848,6 +848,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -915,10 +920,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.08, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1106,7 +1111,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1153,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1259,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080580.json b/landing/lenses/080580.json index 31d826f68125f36fbcf0db4a65672c10e98bd75f..dce0f90cb25353a255dfd234818cd6d3b8980780 100644 --- a/landing/lenses/080580.json +++ b/landing/lenses/080580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080720.json b/landing/lenses/080720.json index 76941ecdac7244ef7ad1d5fb3a2c3760087bd3af..2b141f7fd394b768404151ef74dd0dc75f419b21 100644 --- a/landing/lenses/080720.json +++ b/landing/lenses/080720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-28", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-28", "period": "2025", "status": "derived", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-28", "period": "2025", "status": "observed", @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081000.json b/landing/lenses/081000.json index 375b174019a77bf42743fc5e3832623dc3d13753..e34d3cb5fb42f6f4eca9427800abfab5d6d950d6 100644 --- a/landing/lenses/081000.json +++ b/landing/lenses/081000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1509,7 +1509,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1531,7 +1531,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1549,8 +1549,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/081150.json b/landing/lenses/081150.json index b96e341fc1f9908c4e7de305096941b8696c0688..1adf9c2c30e6a62948573478d70ba013a8f2b492 100644 --- a/landing/lenses/081150.json +++ b/landing/lenses/081150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,312 +611,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "081150", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-06" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 19.43, 전망 부정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 1.9, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 0.28, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 45.69, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 6.85, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 34.11, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 3.41, - "sourceRef": "axes.사업안정성" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/081150/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/081150/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 소재 업종 기준 양호한 수준이다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/081150/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 주의가 필요한 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/081150/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/081150/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 16.00, 가중치 30%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/081150/axes/자본구조", - "status": "derived", - "detail": "위험점수 1.90, 가중치 15%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/081150/axes/유동성", - "status": "derived", - "detail": "위험점수 27.50, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/081150/axes/현금흐름", - "status": "derived", - "detail": "위험점수 45.69, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/081150/axes/사업안정성", - "status": "derived", - "detail": "위험점수 34.11, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/081150/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-BBB+", - "score": 19.43, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 20.65, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.현금흐름" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 3.41, - "grade": "AA+", - "pdEstimate": 0.01 - }, - { - "period": "2025", - "score": 9.16, - "grade": "AA-", - "pdEstimate": 0.03 - }, - { - "period": "2024", - "score": 12.3, - "grade": "A+", - "pdEstimate": 0.04 - }, - { - "period": "2023", - "score": 33.18, - "grade": "BB+", - "pdEstimate": 0.75 - }, - { - "period": "2022", - "score": 0.98, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2021", - "score": 0.52, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2020", - "score": 2.54, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2019", - "score": 8.2, - "grade": "AA-", - "pdEstimate": 0.03 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-5", - "pdEstimate": 0.15, - "notchAdjustment": null, - "divergenceExplanation": [ - "현금흐름 축이 46점으로 등급 하방 압력", - "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.11%). 최근 주가 하락이 반영된 결과", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -927,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1044,146 +738,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "081150", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": null, - "knowledgeBoundary": "2026-09-06" - }, - "status": "partial", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "low", - "score": 34.7, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "price", - "label": "가격 반응", - "score": -0.5, - "direction": "negative", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": null, - "status": "derived", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": null, - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.5 - } - ], - "evidence": [ - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1194,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1213,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,10 +794,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1254,7 +808,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +816,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1278,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1422,8 +976,7 @@ } }, "statusCounts": { - "partial": 4, - "usable": 1 + "partial": 3 }, "gaps": [ { @@ -1434,11 +987,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1483,25 +1034,9 @@ "engine": "industry" }, { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings", - "engine": "quant" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise", - "engine": "quant" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1533,7 +1068,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/081180.json b/landing/lenses/081180.json index 08b422d9857d030443fb1f0e947e0faf1e14ff81..e8790c7b2c04d9441fb4b2dfb56134e8a07b2fa8 100644 --- a/landing/lenses/081180.json +++ b/landing/lenses/081180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -451,14 +451,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -578,10 +578,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -597,8 +597,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -610,8 +610,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -628,10 +628,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -641,7 +641,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -650,7 +650,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -718,10 +718,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -737,10 +737,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -760,7 +760,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -768,7 +768,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081580.json b/landing/lenses/081580.json index 919cbef092a0f1181942fd5970b5b92bc5ef2c96..832d9b670bb36db73270588c0e64118cbbd11232 100644 --- a/landing/lenses/081580.json +++ b/landing/lenses/081580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8bd95bbcfa07", - "target": "081580", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.345 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/081660.json b/landing/lenses/081660.json index a27523311c327fb6a6c7f88068bf6ba53308049f..7fdd503a70d7b94e74a5ebaca87e94e836faea83 100644 --- a/landing/lenses/081660.json +++ b/landing/lenses/081660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081970.json b/landing/lenses/081970.json index 0b3d7fd016ee77ae8d36590c9533df8b4cb41894..b27b266d0e6fc6e566f84b959609839965591a0b 100644 --- a/landing/lenses/081970.json +++ b/landing/lenses/081970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,10 +639,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082210.json b/landing/lenses/082210.json index 50937fc87e91e33b58667f9bee59182903170531..fd32fb520c546573a03f88aec2d20b343e23fe27 100644 --- a/landing/lenses/082210.json +++ b/landing/lenses/082210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082270.json b/landing/lenses/082270.json index 70313049eff455a25478010972a9d0a785ac368d..c1518b20468b7bbe01e351b4f677675bd365d7f7 100644 --- a/landing/lenses/082270.json +++ b/landing/lenses/082270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 77점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 105.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 103.94%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082640.json b/landing/lenses/082640.json index 7d569b0bc9adff667bc252205b17d69f34aeb172..baf9c5d537249b139166219115d5b97e50c6fbc5 100644 --- a/landing/lenses/082640.json +++ b/landing/lenses/082640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -291,13 +291,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -479,14 +479,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -606,10 +606,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-06", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -652,7 +652,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -672,7 +672,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-06", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-06", "period": "2025", "status": "observed", @@ -786,10 +786,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -805,10 +805,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -828,7 +828,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -836,7 +836,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1082,7 +1082,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-06", "period": "2025", "status": "observed", diff --git a/landing/lenses/082660.json b/landing/lenses/082660.json index bdd657790bbf61a9fe376a00ab8c4f49d5c290c1..f620d66ccb97ec7b857aa23ef16cfd6a82ceea94 100644 --- a/landing/lenses/082660.json +++ b/landing/lenses/082660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -553,13 +553,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": null, + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -905,8 +905,8 @@ "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "low", - "score": 34.7, + "level": "medium", + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -916,6 +916,13 @@ "score": -0.5, "direction": "negative", "sourceRef": "fundamental.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" } ], "claims": [ @@ -926,7 +933,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -946,18 +953,39 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": null, + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", "evidenceRefs": [ - "quant.fundamental" + "quant.fundamental", + "quant.price" ], "falsifierRefs": [ "classificationBreak" ], "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 } ], "evidence": [ @@ -968,6 +996,14 @@ "status": "derived", "observedAt": null, "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-11", + "detail": "괴리 판정의 price 입력" } ], "assumptions": [ @@ -989,12 +1025,6 @@ "status": "unsupported", "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", "sourceRef": "dartlab://gather/revenueConsensus" - }, - { - "id": "quant.priceReaction", - "status": "missing", - "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", - "sourceRef": "dartlab://quant/verdict" } ], "scenarios": [ @@ -1034,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1053,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1076,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1084,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1260,13 +1290,6 @@ "sourceRef": "dartlab://gather/revenueConsensus", "engine": "quant" }, - { - "id": "quant.priceReaction", - "status": "missing", - "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", - "sourceRef": "dartlab://quant/verdict", - "engine": "quant" - }, { "id": "macro.edge.hy-risk-premium.companyEvidence", "status": "partial", diff --git a/landing/lenses/082740.json b/landing/lenses/082740.json index e1a58e367752fdd1e4fe7cf771e0fc0df8b6cdfb..a9e97e3bda533a7ac25c65e423757ad92de39e61 100644 --- a/landing/lenses/082740.json +++ b/landing/lenses/082740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -930,7 +930,7 @@ }, "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 4.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.60%). 최근 주가 하락이 반영된 결과", "D/EBITDA 22.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -947,14 +947,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1069,15 +1069,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1303,10 +1303,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1357,7 +1357,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082800.json b/landing/lenses/082800.json index e5934c543f6cc58f36eeac1f1d3f5f0e313df334..1c9f8e39c33da03a0462f80409ca695169564e74 100644 --- a/landing/lenses/082800.json +++ b/landing/lenses/082800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:fc59c5698ba9", - "target": "082800", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/082850.json b/landing/lenses/082850.json index 36c4620061ad9d6f09c7ac78a9d40e5e32096afc..cfe8fe2cbf294e5e63fc2093a0fc8bb96196c183 100644 --- a/landing/lenses/082850.json +++ b/landing/lenses/082850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.04%). 최근 주가 하락이 반영된 결과", "D/EBITDA 51.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-08-13", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-13", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-13", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-13", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082920.json b/landing/lenses/082920.json index 2f1eb277018b1678c9110538cb67869986403727..ed3a0be0ffd45fc0042989d50d11ede6b91e56e5 100644 --- a/landing/lenses/082920.json +++ b/landing/lenses/082920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1545,7 +1545,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1567,7 +1567,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1585,8 +1585,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/083310.json b/landing/lenses/083310.json index 7817df2fef569c200fcef5d7b5ae5bf1d9d36a14..e3c0a3738f9b14a4784150bf9992689a86fe5cf5 100644 --- a/landing/lenses/083310.json +++ b/landing/lenses/083310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/083420.json b/landing/lenses/083420.json index 85c4bf327529184fb20b4e08b779fffe8015ed6d..cbd59d1535a510edfa27ec02d2951dd6785d48ad 100644 --- a/landing/lenses/083420.json +++ b/landing/lenses/083420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,10 +1252,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083450.json b/landing/lenses/083450.json index a65322454870ad4370415ba99469092ec72d3e5a..a994d9ac28c86350fb3bb4d0197332c1c8128fe7 100644 --- a/landing/lenses/083450.json +++ b/landing/lenses/083450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1602,88 +1602,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7c3c090efdc4", - "target": "083450", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.497 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/083470.json b/landing/lenses/083470.json index b56d13ae81265605fb5a037c673a546ba726ac31..b8236ffa1ea8b240ac6ad974f6e9c2de5beeb026 100644 --- a/landing/lenses/083470.json +++ b/landing/lenses/083470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 17.90, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 19.90, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -826,15 +826,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 17.9, + "grade": "dCR-BBB+", + "score": 19.9, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 18.47, + "grade": "dCR-BBB+", + "score": 20.47, "assumptions": { "scenarioStress": "moderate" } @@ -917,11 +917,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083500.json b/landing/lenses/083500.json index d9bdfb24d45244c2a64957e7e625cd5d53d29964..a3b3b1a6114f09ceab1078b6e50620b8ceb2242b 100644 --- a/landing/lenses/083500.json +++ b/landing/lenses/083500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 6.42, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 7.42, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 6.42, + "score": 7.42, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 7.15, + "grade": "dCR-AA-", + "score": 8.15, "assumptions": { "scenarioStress": "moderate" } @@ -837,6 +837,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -922,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1095,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1481,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1499,8 +1504,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/083550.json b/landing/lenses/083550.json index 2c23a73f3853ddab4ce50dd11b9de1bfabadad10..858c240d8c53fe0a544eae455e30159465c2302f 100644 --- a/landing/lenses/083550.json +++ b/landing/lenses/083550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083640.json b/landing/lenses/083640.json index 0f581fdb413d24b2f14c1b6080f21d2a87538d59..3cbc8949e737eada6693dda9dad237828391943e 100644 --- a/landing/lenses/083640.json +++ b/landing/lenses/083640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-20", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-20", "period": null, "status": "derived", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-20", "period": null, "status": "observed", @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083650.json b/landing/lenses/083650.json index c4e3b64c8d59c8234db006c3a1247ea0a98ffe7d..22254d38cadacf20777e08208ae9d7cf0dbe6c13 100644 --- a/landing/lenses/083650.json +++ b/landing/lenses/083650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083660.json b/landing/lenses/083660.json index 7bb4ae916b66e4d1debe984af294748cc833a19e..eaf50865b626e888d95bf1e2c962b8f07396c0ed 100644 --- a/landing/lenses/083660.json +++ b/landing/lenses/083660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 65.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 66.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083790.json b/landing/lenses/083790.json index c266064ede3dc0057c1f1105c9bc56fa49af8d1a..dceeb6f91327709d5037e97cf91b6117e92316ed 100644 --- a/landing/lenses/083790.json +++ b/landing/lenses/083790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1013,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,10 +1066,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083930.json b/landing/lenses/083930.json index 453a92902e6139c78a1d478e4cdefbe87c62b128..02596d0c56645d0af86b447f1b2045502d00d362 100644 --- a/landing/lenses/083930.json +++ b/landing/lenses/083930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084010.json b/landing/lenses/084010.json index 45ad399d864991cf8744e3adc23913e5bbaf0586..6bf4e73bf833baf4f2c610c84ec05b342221c812 100644 --- a/landing/lenses/084010.json +++ b/landing/lenses/084010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,311 +611,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "084010", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-06" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 21.28, 전망 부정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 1.81, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 0.27, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 37.68, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 3.77, - "sourceRef": "axes.사업안정성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 30.36, - "unit": "riskScore", - "direction": "negative", - "weight": 30, - "contribution": 9.11, - "sourceRef": "axes.채무상환능력" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/084010/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 보통 수준이다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/084010/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 소재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/084010/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 적정 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/084010/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/084010/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 30.36, 가중치 30%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/084010/axes/자본구조", - "status": "derived", - "detail": "위험점수 1.81, 가중치 15%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/084010/axes/유동성", - "status": "derived", - "detail": "위험점수 17.16, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/084010/axes/현금흐름", - "status": "derived", - "detail": "위험점수 25.00, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/084010/axes/사업안정성", - "status": "derived", - "detail": "위험점수 37.68, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/084010/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-BBB+", - "score": 21.28, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 21.57, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.사업안정성" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 1.03, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2025", - "score": 30.16, - "grade": "BBB-", - "pdEstimate": 0.4 - }, - { - "period": "2024", - "score": 9.57, - "grade": "AA-", - "pdEstimate": 0.03 - }, - { - "period": "2023", - "score": 0.44, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2022", - "score": 0.92, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2021", - "score": 1.65, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2020", - "score": 2.38, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2019", - "score": 1.58, - "grade": "AAA", - "pdEstimate": 0.0 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 0.15, - "notchAdjustment": null, - "divergenceExplanation": [ - "사업안정성 축이 38점으로 등급 하방 압력", - "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -926,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1043,186 +738,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "084010", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." - }, - "confidence": { - "level": "high", - "score": 100.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": -0.711, - "direction": "negative", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": -0.15, - "direction": "neutral", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.5, - "direction": "positive", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.711 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "overOptimism" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.5 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "overOptimism" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1233,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +790,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,7 +893,7 @@ }, "statusCounts": { "partial": 2, - "usable": 3 + "usable": 1 }, "gaps": [ { @@ -1389,11 +904,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1438,11 +951,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1455,88 +966,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:bec6996f2404", - "target": "084010", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.711 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/084110.json b/landing/lenses/084110.json index c1c1a1369a38983c2024e619f1c9f6e32e46b37b..4778871a095e77d00375e1be60291e2f50032d23 100644 --- a/landing/lenses/084110.json +++ b/landing/lenses/084110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084180.json b/landing/lenses/084180.json index 47f6183b6de56c05a60d6cf2a0158c43e9680961..b2301c5baac22872a0b628c2780b44015a67bd15 100644 --- a/landing/lenses/084180.json +++ b/landing/lenses/084180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2018", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -553,13 +553,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ }, "divergenceExplanation": [ "유동성 축이 72점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 66.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 85.17%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -864,14 +864,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -991,19 +991,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1024,8 +1024,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,17 +1070,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1115,7 +1115,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1149,7 +1149,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1158,7 +1158,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084370.json b/landing/lenses/084370.json index 4bc060ce760d9bf4a75b07250623b3c61e953679..137a0c540a3f872d9207b367edf6f87f2b68e62f 100644 --- a/landing/lenses/084370.json +++ b/landing/lenses/084370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084440.json b/landing/lenses/084440.json index 069b180b8552ed54a44fd4abf1fcf39f9ee21b7a..50da59ff7984482ff9fca757de82b399512dd7a0 100644 --- a/landing/lenses/084440.json +++ b/landing/lenses/084440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,14 +785,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -912,10 +912,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-27", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -958,7 +958,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -978,7 +978,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-27", "period": "2024", "status": "derived", @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-27", "period": "2024", "status": "observed", @@ -1092,10 +1092,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1111,10 +1111,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084650.json b/landing/lenses/084650.json index e726ef31e562b89fadaf2c22121163153e1ffa20..660ca2aafe304cc9b72dec9f79e1cdb7854f041c 100644 --- a/landing/lenses/084650.json +++ b/landing/lenses/084650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-31", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-31", "period": "2025", "status": "derived", @@ -1056,7 +1056,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-31", "period": "2025", "status": "observed", @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084670.json b/landing/lenses/084670.json index faa82e7c83bf9b16e4914801abe1de36f06f8107..43b608949c42cdced2eda37c3f79b2f7c6d33ed5 100644 --- a/landing/lenses/084670.json +++ b/landing/lenses/084670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/084680.json b/landing/lenses/084680.json index c3b5e35d5b8de031136f44a2b732dbf84f164969..8a218d63ce1a61f0e55f73593db1d57bc4a59f46 100644 --- a/landing/lenses/084680.json +++ b/landing/lenses/084680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -186,7 +186,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -222,7 +222,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -243,7 +243,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -279,7 +279,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -841,7 +841,7 @@ }, "divergenceExplanation": [ "유동성 축이 79점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 26.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 27.37%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-09", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-09", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-09", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-09", "detail": "괴리 판정의 price 입력" } ], @@ -1125,10 +1125,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1144,10 +1144,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084690.json b/landing/lenses/084690.json index e0eb8c4abf2d7ff9c52a1fb180f115f80b0ce632..b62732b6fbf071e45c1536123fe9ee4c28d58ea2 100644 --- a/landing/lenses/084690.json +++ b/landing/lenses/084690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,10 +989,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084730.json b/landing/lenses/084730.json index e07e3ae2e537631b26eb19c16ac6e91f84e13a2d..ada9b3bc2715802659811c6ddd287dbc3dddb727 100644 --- a/landing/lenses/084730.json +++ b/landing/lenses/084730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084850.json b/landing/lenses/084850.json index 681499689f1615c0b0960c7e530d77de00cc1b9e..6ea123a98eea146b9a4ea25f3b2092ce621c6298 100644 --- a/landing/lenses/084850.json +++ b/landing/lenses/084850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -881,7 +881,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 81점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.6점 하향 (PD 584.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.6점 하향 (PD 612.89%). 최근 주가 하락이 반영된 결과", "D/EBITDA 44.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084870.json b/landing/lenses/084870.json index 70cfc51aa35ad249f1c5dba9b2c2042336293081..73a70d46876a23de746b77ef810d75f716d36b2d 100644 --- a/landing/lenses/084870.json +++ b/landing/lenses/084870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084990.json b/landing/lenses/084990.json index 8185cc7c7b8d017b792f71be9a499d12ffc5eb5b..2e4e293a9fc6ee0250b58d88806b5a4ce340e7dc 100644 --- a/landing/lenses/084990.json +++ b/landing/lenses/084990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2022", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1343,7 +1343,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1361,8 +1361,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/085310.json b/landing/lenses/085310.json index 54cec919828e24e1bf775ee5d39d766d64346d54..9047fc75d1b5462f877ccd206e45836cb2e8f3db 100644 --- a/landing/lenses/085310.json +++ b/landing/lenses/085310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085620.json b/landing/lenses/085620.json index 02ab313339766c0f3545614c2d7d177f3cf88602..91bf7d8329de2ed949612d31d5c4a964ae4f9814 100644 --- a/landing/lenses/085620.json +++ b/landing/lenses/085620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -691,8 +691,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085660.json b/landing/lenses/085660.json index 2ed75d8b8f48271958fadd6b227b48e2b5a8cb45..6d48591700531b490b2b26db02c154d55e19c129 100644 --- a/landing/lenses/085660.json +++ b/landing/lenses/085660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085670.json b/landing/lenses/085670.json index eafccb04682ddbe6aff7e20e919a802e7b06871c..5454157c04ae3cd9c3a25fd3c84ecf327067568c 100644 --- a/landing/lenses/085670.json +++ b/landing/lenses/085670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085810.json b/landing/lenses/085810.json index 158947ccb93dee434dcfe3a1a379b49cbfa20649..c5ac7ecaca95963824ee79925c6de4da247db4c4 100644 --- a/landing/lenses/085810.json +++ b/landing/lenses/085810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -152,7 +152,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -388,13 +388,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -606,14 +606,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -779,7 +779,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -799,8 +799,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -821,8 +821,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -857,7 +857,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -932,10 +932,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -955,7 +955,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -963,7 +963,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1194,7 +1194,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1212,8 +1212,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/085910.json b/landing/lenses/085910.json index a963d9835d1b50ec073ad3b5a5dd2608b28a850f..31d86b30e39af9dae4960f3777f4361e51266ade 100644 --- a/landing/lenses/085910.json +++ b/landing/lenses/085910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086040.json b/landing/lenses/086040.json index b41858deee5aabb9c9b23cc7781ae4f87f626e12..5de845d87eddd944a88ccf538f7615cb15d39dec 100644 --- a/landing/lenses/086040.json +++ b/landing/lenses/086040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 25.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 27.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086060.json b/landing/lenses/086060.json index d806e9eadd1ee73b2cbfe99a16d691f9a9c8dbe1..50b77995f62d64a75c1570110a27400c95837372 100644 --- a/landing/lenses/086060.json +++ b/landing/lenses/086060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 10.86, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 13.17, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 10.86, + "grade": "dCR-A", + "score": 13.17, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 11.34, + "grade": "dCR-A", + "score": 13.67, "assumptions": { "scenarioStress": "moderate" } @@ -908,9 +908,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086220.json b/landing/lenses/086220.json index e5459e3e8bd9e2fe8fb039faa9f62e71c804008a..09854c756a70f54480406b65a909b946e1cae664 100644 --- a/landing/lenses/086220.json +++ b/landing/lenses/086220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -46,10 +46,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -368,10 +368,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -387,8 +387,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -400,8 +400,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -418,10 +418,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -431,7 +431,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -440,7 +440,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -527,10 +527,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -550,7 +550,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -558,7 +558,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086280.json b/landing/lenses/086280.json index 48ebc69e1bb83a0334097a20a4f38802c1f63f49..a744cfc614f9ea6945773164328d7fd7d86f0965 100644 --- a/landing/lenses/086280.json +++ b/landing/lenses/086280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086390.json b/landing/lenses/086390.json index a2bb416a0412678858ac2cf6abdd02d6e9f4016b..f5af2822acdb615033f9ef8208bda235fe14a7db 100644 --- a/landing/lenses/086390.json +++ b/landing/lenses/086390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086450.json b/landing/lenses/086450.json index 231dd765827a0117c007579127e934f1788a3115..8431716d9893e4f5346f3a8820e081c8a137e974 100644 --- a/landing/lenses/086450.json +++ b/landing/lenses/086450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -610,310 +610,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "086450", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-06" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 10.46, 전망 부정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 2.33, - "unit": "riskScore", - "direction": "positive", - "weight": 20, - "contribution": 0.47, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 37.14, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 5.57, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 18.62, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 1.86, - "sourceRef": "axes.사업안정성" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/086450/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/086450/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 건강관리 업종 기준 매우 우수하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/086450/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 주의가 필요한 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/086450/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/086450/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 4.59, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/086450/axes/자본구조", - "status": "derived", - "detail": "위험점수 2.33, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/086450/axes/유동성", - "status": "derived", - "detail": "위험점수 37.14, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/086450/axes/현금흐름", - "status": "derived", - "detail": "위험점수 17.50, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/086450/axes/사업안정성", - "status": "derived", - "detail": "위험점수 18.62, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/086450/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-A+", - "score": 10.46, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 12.42, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 4.14, - "grade": "AA+", - "pdEstimate": 0.01 - }, - { - "period": "2025", - "score": 5.23, - "grade": "AA", - "pdEstimate": 0.02 - }, - { - "period": "2024", - "score": 5.18, - "grade": "AA", - "pdEstimate": 0.02 - }, - { - "period": "2023", - "score": 10.1, - "grade": "A+", - "pdEstimate": 0.04 - }, - { - "period": "2022", - "score": 8.68, - "grade": "AA-", - "pdEstimate": 0.03 - }, - { - "period": "2021", - "score": 5.23, - "grade": "AA", - "pdEstimate": 0.02 - }, - { - "period": "2020", - "score": 3.22, - "grade": "AA+", - "pdEstimate": 0.01 - }, - { - "period": "2019", - "score": 2.0, - "grade": "AAA", - "pdEstimate": 0.0 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 0.04, - "notchAdjustment": null, - "divergenceExplanation": [ - "유동성 축이 37점으로 등급 하방 압력", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -924,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1041,186 +737,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "086450", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." - }, - "confidence": { - "level": "high", - "score": 100.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": 0.75, - "direction": "positive", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": 0.065, - "direction": "neutral", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.25, - "direction": "positive", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.75 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "confirmation" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.25 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "confirmation" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1231,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +766,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +789,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +797,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1376,7 +892,7 @@ }, "statusCounts": { "partial": 2, - "usable": 3 + "usable": 1 }, "gaps": [ { @@ -1387,11 +903,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=SourceUnavailableError, yahooChart=SourceUnavailableError, naverGlobal=SourceUnavailableError, fmp=SourceUnavailable" }, { "id": "industry.sectorMetrics", @@ -1436,11 +950,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1457,8 +969,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/086520.json b/landing/lenses/086520.json index 4e77a4ffca23938a89d08a595d13450467f98617..66f6cfc375d13dfc30c2e8a1934003cc56778328 100644 --- a/landing/lenses/086520.json +++ b/landing/lenses/086520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 31.96, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 30.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 31.96, + "score": 30.19, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 32.58, + "grade": "dCR-A-", + "score": 30.92, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -938,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1065,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1111,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1189,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1264,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1300,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1314,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086670.json b/landing/lenses/086670.json index 7b9ee767f71245e2d2ef57631bafef7f091630cf..a907bf9760f083d5e18eca617dae77bacab611a1 100644 --- a/landing/lenses/086670.json +++ b/landing/lenses/086670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086710.json b/landing/lenses/086710.json index 64ee1246f763af4eb496d4cec6b9422c5ab84899..cc808a35294aa265459a02df6dd08a1e1621af36 100644 --- a/landing/lenses/086710.json +++ b/landing/lenses/086710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,7 +863,7 @@ "divergenceExplanation": [ "채무상환능력 축이 31점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 5.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 5.87%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086790.json b/landing/lenses/086790.json index 54e8b738455e517ed5f08676326f87cfe54161f2..38fd154eba03ab2a927664f3a0464a213bdf4905 100644 --- a/landing/lenses/086790.json +++ b/landing/lenses/086790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -340,14 +340,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -467,10 +467,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -499,8 +499,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -519,8 +519,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -539,7 +539,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -657,7 +657,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086820.json b/landing/lenses/086820.json index fd9a874593ca28668c3808c53d51fd58abcb0531..4bd8393077d016aecc9bc01b64abe8bfbf5c5f07 100644 --- a/landing/lenses/086820.json +++ b/landing/lenses/086820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -827,7 +827,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 6.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.35%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -989,8 +989,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,10 +1020,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1033,7 +1033,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1042,7 +1042,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1110,10 +1110,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1129,10 +1129,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086890.json b/landing/lenses/086890.json index 347ce7086218dd145b09d350aceb8de954e7a60d..12a97677d23b35deedabadf6e33fdb3dcee93a42 100644 --- a/landing/lenses/086890.json +++ b/landing/lenses/086890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1005,8 +1005,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1018,8 +1018,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1036,10 +1036,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1058,7 +1058,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1126,10 +1126,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1145,10 +1145,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086900.json b/landing/lenses/086900.json index 5d23ba7901a6d2f9fbe765f4107d7a578bbdf19a..0047261431252952acae7ebdc525eaf95c62695c 100644 --- a/landing/lenses/086900.json +++ b/landing/lenses/086900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 30점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086960.json b/landing/lenses/086960.json index 1aae3ddc88ce7651b7ef4feb14684ebcf2cb6e9f..ef44055e175b89bbe874d3c1917bf7f1259ba32e 100644 --- a/landing/lenses/086960.json +++ b/landing/lenses/086960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/086980.json b/landing/lenses/086980.json index 410b4c5175a653452a64c548d96194bbe69597e6..077db0c509c1de524f7b8a2779b317144d923962 100644 --- a/landing/lenses/086980.json +++ b/landing/lenses/086980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/087010.json b/landing/lenses/087010.json index d9a7eaa840c8e137caff29c05264c815b86a9da4..6865cf7f212af4c8a6007227cdedeb1b6bd873ea 100644 --- a/landing/lenses/087010.json +++ b/landing/lenses/087010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -554,13 +554,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -845,7 +845,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/087260.json b/landing/lenses/087260.json index a295fc6642e0bbfdafd7d9becab1aa6ad710df96..22458ab1c22cc6b21a190233ff1f2a8e088ffec3 100644 --- a/landing/lenses/087260.json +++ b/landing/lenses/087260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-20", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-20", "period": "2025", "status": "derived", @@ -1142,7 +1142,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-20", "period": "2025", "status": "observed", @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/087600.json b/landing/lenses/087600.json index 46f1311864c52669fbc5e37f3fe6b466653a7c51..4893258fdf4f7d22ee2713648bf12d03e40fdaa4 100644 --- a/landing/lenses/087600.json +++ b/landing/lenses/087600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 8.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 7.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088130.json b/landing/lenses/088130.json index 2417799e1fe8dd2385d8a0ff7a5baf26f2fb4b48..d275957f6dbdfb8aa2adf875d1e71f0046779e13 100644 --- a/landing/lenses/088130.json +++ b/landing/lenses/088130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088260.json b/landing/lenses/088260.json index 6e9f5105f03b9ec55a6e84ec99c0fee5ea2f920e..80cbaf96449c7fcc5c1ce9c8cf1693653686b8e7 100644 --- a/landing/lenses/088260.json +++ b/landing/lenses/088260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -69,7 +69,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 219.47, + "value": 216.39, "unit": "%", "direction": "negative", "scoreContribution": -1, @@ -220,7 +220,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 219.47, + "value": 216.39, "unit": "%", "direction": "negative", "scoreContribution": -1, @@ -245,14 +245,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -367,10 +367,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -406,7 +406,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -426,8 +426,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -447,8 +447,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -475,7 +475,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -537,10 +537,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -556,10 +556,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -583,10 +583,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -601,10 +601,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -655,7 +655,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088280.json b/landing/lenses/088280.json index c7e05dc76b11550ee58152b469d71f32b1944b40..2cc02767c1a0aa640e32346ac66f8d464b2ba8b9 100644 --- a/landing/lenses/088280.json +++ b/landing/lenses/088280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088290.json b/landing/lenses/088290.json index e1419bb15dba1efd4c18d322ad3adde2b0edead0..90a57de2cec8b0bc2e02e3fdf7515dd87b397e90 100644 --- a/landing/lenses/088290.json +++ b/landing/lenses/088290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,10 +1113,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,10 +1240,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1258,10 +1258,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088340.json b/landing/lenses/088340.json index be88c105a7932ebac597b28970bbbc10b903c428..decd69901ec8095ebebc250ea3f9175c5a55820f 100644 --- a/landing/lenses/088340.json +++ b/landing/lenses/088340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -300,18 +300,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 40.85, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 41.06, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -495,14 +495,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 40.85, + "score": 41.06, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 41.38, + "score": 41.72, "assumptions": { "scenarioStress": "moderate" } @@ -554,7 +554,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 29.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -569,14 +569,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -696,19 +696,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -729,8 +729,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -742,7 +742,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -762,8 +762,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -775,17 +775,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -820,7 +820,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -854,7 +854,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -863,7 +863,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -876,10 +876,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -895,10 +895,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -918,7 +918,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -926,7 +926,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088350.json b/landing/lenses/088350.json index 51ef600023c2b9e7c724b3bd195f4a5fd74f56fa..37416859289a10646c08374a3659d38bfce5982b 100644 --- a/landing/lenses/088350.json +++ b/landing/lenses/088350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -360,13 +360,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -548,14 +548,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -703,7 +703,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -896,10 +896,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -914,10 +914,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -928,7 +928,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -936,7 +936,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -952,7 +952,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -968,7 +968,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088390.json b/landing/lenses/088390.json index 57918547123dde81eb90397a0e5f55bb5a82cd90..3a679ebbcfc03c99eaa5ac893bb3161b1dcbcd60 100644 --- a/landing/lenses/088390.json +++ b/landing/lenses/088390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1302,10 +1302,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1356,7 +1356,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088790.json b/landing/lenses/088790.json index f1545b986f9fb89c88d2175ee796c584b1e668af..7b3024868b686b2293be90c0673568f41551cb53 100644 --- a/landing/lenses/088790.json +++ b/landing/lenses/088790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088800.json b/landing/lenses/088800.json index 8df1010f74203a4cc4944b5ddd4ffc48cb1f2f7f..247ed09f17930ae71e7b525fc3ced74df2a2e57c 100644 --- a/landing/lenses/088800.json +++ b/landing/lenses/088800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 48.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:46926f5c74ed", - "target": "088800", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.461 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/088910.json b/landing/lenses/088910.json index 8d5ae236dfb941bdbd0bfd9aa113d3f3c6b4a86c..e15c5aad1c6e747207967c843df827ea8790c7ae 100644 --- a/landing/lenses/088910.json +++ b/landing/lenses/088910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.19%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1567,7 +1567,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1589,7 +1589,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1607,8 +1607,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/088980.json b/landing/lenses/088980.json index 3e252a0d1d3a8c0e4205b73e3a1d568c4645d88f..84c4f7b46feb9d69a9cee9e63fb2cd2633613360 100644 --- a/landing/lenses/088980.json +++ b/landing/lenses/088980.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/089010.json b/landing/lenses/089010.json index 2c059ced35645cd02d2dd95ff24daa3b2fafec26..ccdb90658a1e22fdfb1c926e250227ac6cecfa65 100644 --- a/landing/lenses/089010.json +++ b/landing/lenses/089010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,316 +611,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "089010", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-06" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 44.76, 전망 안정적, 유효 축 가중치 85.0%입니다." - }, - "confidence": { - "level": "medium", - "score": 85.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 17.33, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 1.73, - "sourceRef": "axes.사업안정성" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 42.62, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 6.39, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 46.77, - "unit": "riskScore", - "direction": "negative", - "weight": 30, - "contribution": 14.03, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 45.79, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 6.87, - "sourceRef": "axes.자본구조" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 과도한 부채로 구조적 위험이 존재한다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/089010/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 보통 수준이다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/089010/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 소재 업종 기준 취약하여 즉각적인 개선이 요구된다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/089010/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 주의가 필요한 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/089010/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/089010/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 46.77, 가중치 30%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/089010/axes/자본구조", - "status": "derived", - "detail": "위험점수 45.79, 가중치 15%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/089010/axes/유동성", - "status": "derived", - "detail": "위험점수 42.62, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/089010/axes/현금흐름", - "status": "derived", - "detail": "위험점수 43.73, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/089010/axes/사업안정성", - "status": "derived", - "detail": "위험점수 17.33, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-BB", - "score": 44.76, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 45.8, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 53.7, - "grade": "B+", - "pdEstimate": 4.0 - }, - { - "period": "2025", - "score": 58.62, - "grade": "B", - "pdEstimate": 7.0 - }, - { - "period": "2024", - "score": 38.85, - "grade": "BB", - "pdEstimate": 1.5 - }, - { - "period": "2023", - "score": 42.7, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2022", - "score": 45.43, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2021", - "score": 39.89, - "grade": "BB", - "pdEstimate": 1.5 - }, - { - "period": "2020", - "score": 43.68, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2019", - "score": 36.4, - "grade": "BB+", - "pdEstimate": 0.75 - } - ], - "coverage": { - "validAxes": 5, - "totalAxes": 7, - "validWeight": 85.0, - "totalWeight": 100.0, - "weightCoverage": 85.0 - }, - "eCR": "eCR-4", - "pdEstimate": 1.5, - "notchAdjustment": { - "totalNotch": 1, - "reasons": [ - "CAPEX집약 OCF양수 (투자 사이클)" - ] - }, - "divergenceExplanation": [ - "채무상환능력 축이 47점으로 등급 하방 압력", - "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -931,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1048,186 +738,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "089010", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." - }, - "confidence": { - "level": "high", - "score": 100.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": -0.504, - "direction": "negative", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": -0.08, - "direction": "neutral", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": -0.5, - "direction": "negative", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.504 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "deteriorationPriced" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.5 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "deteriorationPriced" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1238,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1257,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +785,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +803,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +849,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1502,8 +1012,7 @@ } }, "statusCounts": { - "partial": 3, - "usable": 2 + "partial": 3 }, "gaps": [ { @@ -1514,18 +1023,9 @@ "engine": "analysis" }, { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1570,11 +1070,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.fx-export-revenue.companyEvidence", @@ -1612,8 +1110,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/089030.json b/landing/lenses/089030.json index 59405358972a3d3d61cb2466fb6e6a4b83b45bbe..b65e209688b6eb19f2a17319a0d26fa7f4e0b29c 100644 --- a/landing/lenses/089030.json +++ b/landing/lenses/089030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 33.91, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 36.16, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 33.91, + "score": 36.16, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 34.32, + "score": 36.57, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089140.json b/landing/lenses/089140.json index 0a84664ef4ac4e4c4aad5c83e29c8b1487ee5bd0..95c9cb71a9fe7d12bb785dcb3e1a0c7269759deb 100644 --- a/landing/lenses/089140.json +++ b/landing/lenses/089140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089150.json b/landing/lenses/089150.json index 86dbe9fb94302202dda2b4159747af156dbda89b..1c2b3dd99949c878f665932f2b04bd3861517c51 100644 --- a/landing/lenses/089150.json +++ b/landing/lenses/089150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 72점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,10 +1107,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089230.json b/landing/lenses/089230.json index 24018af94197d998c9c98d5c49a88b3f10397ad3..df37aefdeaa25686fb88c1392bd614ab1b5ab012 100644 --- a/landing/lenses/089230.json +++ b/landing/lenses/089230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089470.json b/landing/lenses/089470.json index f0e77e6508346abde214f6ab558983bdab594541..7eb96195c16e40911ecf30d24d6b8cc31567b23d 100644 --- a/landing/lenses/089470.json +++ b/landing/lenses/089470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -616,13 +616,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,7 +741,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089590.json b/landing/lenses/089590.json index 3f0049f5b5b566f225e427cf7f4267f4058cc0df..c820ecae127654f9721ee410c2fc197ef05f1bfc 100644 --- a/landing/lenses/089590.json +++ b/landing/lenses/089590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089600.json b/landing/lenses/089600.json index 3ab6b819ccf2386595f3dd087b588c69e4dddd0c..adcbaf7871130f41a31baae364166af5d3f20fe3 100644 --- a/landing/lenses/089600.json +++ b/landing/lenses/089600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089790.json b/landing/lenses/089790.json index d063fbf6bc777f15841184b9676289046e9ba355..1946039e4e1d217463d3ee724d213159d0048fed 100644 --- a/landing/lenses/089790.json +++ b/landing/lenses/089790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1560,7 +1560,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1582,7 +1582,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1600,8 +1600,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/089850.json b/landing/lenses/089850.json index 273373d3746f1958e83ae42f4f26f15f23d33d09..5914d6467b6440c7dc66154451e110de60f6bab6 100644 --- a/landing/lenses/089850.json +++ b/landing/lenses/089850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/089860.json b/landing/lenses/089860.json index acc8e6ca37f693c5e59a8ce9f7cd5fb7da32f89f..2c07ca5f8764de9c67559e57dbb9434684ae38aa 100644 --- a/landing/lenses/089860.json +++ b/landing/lenses/089860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -567,13 +567,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,7 +692,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1015,8 +1015,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,10 +1068,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,10 +1208,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1226,10 +1226,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089970.json b/landing/lenses/089970.json index ba4177ecdf3415aff05279aea6ba471f9486b5ba..739cd4aeb11d39a4c38836c134ea5410fe6f6321 100644 --- a/landing/lenses/089970.json +++ b/landing/lenses/089970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089980.json b/landing/lenses/089980.json index 9694c42f684d7022d3100e0814dda910d05acbc7..9fd0a2c03d95443136bbe96d98e10a0b85802733 100644 --- a/landing/lenses/089980.json +++ b/landing/lenses/089980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090080.json b/landing/lenses/090080.json index a0015995523f5266be4c2021b8378c952b3d0498..c1d93ef4de9e50f8de45fa0faf1eb86ef0815c3e 100644 --- a/landing/lenses/090080.json +++ b/landing/lenses/090080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090120.json b/landing/lenses/090120.json index 2512b3aefad3e4460ab8e3856bbd5a4f0295541b..00ceea02e0da08b779d22f525faa3a7898a438d6 100644 --- a/landing/lenses/090120.json +++ b/landing/lenses/090120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090150.json b/landing/lenses/090150.json index f6407273abe29ea7d049c788723fe21361ef5878..b316c95b8ea2c1e267766c81348e3a0b3cda524a 100644 --- a/landing/lenses/090150.json +++ b/landing/lenses/090150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090350.json b/landing/lenses/090350.json index a87a44a9d19e4b470fc8fc323bc744b413ff50ee..adc3f0424998a4679e30971ecd16708964bb0d57 100644 --- a/landing/lenses/090350.json +++ b/landing/lenses/090350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090360.json b/landing/lenses/090360.json index 3fc0d753d3a8e5dafa943219f95409c0f316e12a..f174c21d2107d882a37442adb19fe197c00b0db1 100644 --- a/landing/lenses/090360.json +++ b/landing/lenses/090360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -969,19 +969,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1127,7 +1127,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090370.json b/landing/lenses/090370.json index b12c4a2bd7845233d1df0bd2a67c3606d5d09cb6..beaf92a0805872ed08aa44dbfc4d353e08dceaa9 100644 --- a/landing/lenses/090370.json +++ b/landing/lenses/090370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090410.json b/landing/lenses/090410.json index 8e29df8b92885d5c5020fec2de1c8c1ad79517a6..733225c008e10d590372de739a9387204d6f8b0e 100644 --- a/landing/lenses/090410.json +++ b/landing/lenses/090410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 10.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 11.45%). 최근 주가 하락이 반영된 결과", "D/EBITDA 646.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090430.json b/landing/lenses/090430.json index b53a4dd710dccb2fe778b43802bf1a506059abb8..1a607dc4dbc18ace2aee618ad3e67b8227cbdf9b 100644 --- a/landing/lenses/090430.json +++ b/landing/lenses/090430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 6.92, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 7.92, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 6.92, + "score": 7.92, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 7.45, + "grade": "dCR-AA-", + "score": 8.45, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -925,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090460.json b/landing/lenses/090460.json index 34bb85a07f3c15071accd3ff53d34167066c207a..342c7d1c7ddb82b941bcbbff0b9f39877f59d97b 100644 --- a/landing/lenses/090460.json +++ b/landing/lenses/090460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/090470.json b/landing/lenses/090470.json index fa01059df4a15cc93bf6c61ee4cbf609861ba67d..623d7a5678817fc99d6d167e5aca867ba045ef77 100644 --- a/landing/lenses/090470.json +++ b/landing/lenses/090470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,88 +1460,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6760fffc7fe1", - "target": "090470", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.736 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/090710.json b/landing/lenses/090710.json index 3449550f04a192b57d0804092ce0aabf131cd895..b4c5ced2d7c3143d32bf65617d174e966368d97b 100644 --- a/landing/lenses/090710.json +++ b/landing/lenses/090710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -537,311 +537,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "090710", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-06" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 37.14, 전망 긍정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 4.31, - "unit": "riskScore", - "direction": "positive", - "weight": 20, - "contribution": 0.86, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 63.74, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 15.94, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 56.37, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 8.46, - "sourceRef": "axes.현금흐름" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/090710/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/090710/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/090710/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 주의가 필요한 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/090710/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/090710/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 63.74, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/090710/axes/자본구조", - "status": "derived", - "detail": "위험점수 4.31, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/090710/axes/유동성", - "status": "derived", - "detail": "위험점수 38.65, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/090710/axes/현금흐름", - "status": "derived", - "detail": "위험점수 56.37, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/090710/axes/사업안정성", - "status": "derived", - "detail": "위험점수 45.00, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/090710/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-BB", - "score": 37.14, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 37.53, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 3.33, - "grade": "AA+", - "pdEstimate": 0.01 - }, - { - "period": "2025", - "score": 40.97, - "grade": "BB", - "pdEstimate": 1.5 - }, - { - "period": "2024", - "score": 49.61, - "grade": "B+", - "pdEstimate": 4.0 - }, - { - "period": "2023", - "score": 23.02, - "grade": "BBB", - "pdEstimate": 0.25 - }, - { - "period": "2022", - "score": 40.39, - "grade": "BB", - "pdEstimate": 1.5 - }, - { - "period": "2021", - "score": 41.52, - "grade": "BB", - "pdEstimate": 1.5 - }, - { - "period": "2020", - "score": 46.79, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2019", - "score": 30.33, - "grade": "BBB-", - "pdEstimate": 0.4 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-6", - "pdEstimate": 1.5, - "notchAdjustment": null, - "divergenceExplanation": [ - "채무상환능력 축이 64점으로 등급 하방 압력", - "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -852,14 +547,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -969,186 +664,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "090710", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." - }, - "confidence": { - "level": "high", - "score": 100.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": -0.85, - "direction": "negative", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": -0.545, - "direction": "negative", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": -0.5, - "direction": "negative", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.85 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "deteriorationPriced" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.5 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "deteriorationPriced" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1159,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1178,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +819,7 @@ }, "statusCounts": { "partial": 2, - "usable": 3 + "usable": 1 }, "gaps": [ { @@ -1315,11 +830,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1364,11 +877,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1385,8 +896,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/090740.json b/landing/lenses/090740.json index c2df72c826851f9564d0679a3a9340cab31f53a5..c9d87f0b34ff4d0574ec1ac797e605bfe5379b5a 100644 --- a/landing/lenses/090740.json +++ b/landing/lenses/090740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2021", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -972,10 +972,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1122,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1141,10 +1141,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1168,10 +1168,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1186,10 +1186,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090850.json b/landing/lenses/090850.json index 9d460ea02fea180eadb3e66fa2085e9da52e89f2..2080bcee3a41986b915f376715e17614737dedb6 100644 --- a/landing/lenses/090850.json +++ b/landing/lenses/090850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1664,88 +1664,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1d1c8594ae5e", - "target": "090850", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/091090.json b/landing/lenses/091090.json index 5c18df46d97cc34e9188772751f431af60486bbf..010bce12af6c99d1ed20b435df1e652a99ad2028 100644 --- a/landing/lenses/091090.json +++ b/landing/lenses/091090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-10-24", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-10-24", "period": "2025", "status": "derived", @@ -1134,7 +1134,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-10-24", "period": "2025", "status": "observed", @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091120.json b/landing/lenses/091120.json index 9e92cd8b09227dbbd8db3fd1caee07dd1f831021..f95e87df503907c035a0b5acda744c5ccc6ed0c7 100644 --- a/landing/lenses/091120.json +++ b/landing/lenses/091120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 18.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 19.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,15 +1504,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/091340.json b/landing/lenses/091340.json index d02c56e26cf9cc118492d7f6b69661f3dd0f2a93..69ae7adf32d5f79edc0fe932b9989cca4b84e3ee 100644 --- a/landing/lenses/091340.json +++ b/landing/lenses/091340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,10 +1266,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091440.json b/landing/lenses/091440.json index 54fc898a1a041a7acc4ce923f0463c035d792f63..270f28cf50ef4a15c77af62cd62d45c7c501896b 100644 --- a/landing/lenses/091440.json +++ b/landing/lenses/091440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 53.72, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B", + "summary": "dCR 위험점수 57.15, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 53.72, + "grade": "dCR-B", + "score": 57.15, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 54.57, + "grade": "dCR-B", + "score": 58.21, "assumptions": { "scenarioStress": "moderate" } @@ -907,12 +907,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 4.0, + "pdEstimate": 7.0, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 26.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 44.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091580.json b/landing/lenses/091580.json index efb414ab25e1ec5be21cdc3b7829a1a244569792..2b44706438485ab3a738690d97cf0eae29e35f96 100644 --- a/landing/lenses/091580.json +++ b/landing/lenses/091580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091590.json b/landing/lenses/091590.json index 6a2ef30e7d4f6cb75d80777ddecaef7e300097c2..522c1fe55720c896da4dc440747eee66e10f9db3 100644 --- a/landing/lenses/091590.json +++ b/landing/lenses/091590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-AA-", - "summary": "dCR 위험점수 8.38, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 9.38, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA-", - "score": 8.38, + "score": 9.38, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA-", - "score": 9.1, + "grade": "dCR-A+", + "score": 10.1, "assumptions": { "scenarioStress": "moderate" } @@ -838,6 +838,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -923,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1083,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091700.json b/landing/lenses/091700.json index 7f86e38df27f7c9761095a2281001b27e58aa128..b3ffb347c922bf012d629ddec6eccfa5e9952af4 100644 --- a/landing/lenses/091700.json +++ b/landing/lenses/091700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091810.json b/landing/lenses/091810.json index 160a53ac3843896b4ab21b53a3d2eeec06c1cd6e..87650f86f413b0ed3dc8b8ba3cd25093c7c040e2 100644 --- a/landing/lenses/091810.json +++ b/landing/lenses/091810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 179.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 185.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091970.json b/landing/lenses/091970.json index 69f72e24aacd95fc50b4537f35d588914296bd53..8696abc1ae884bc6b9682bbdf96d21f7c4918cd7 100644 --- a/landing/lenses/091970.json +++ b/landing/lenses/091970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092040.json b/landing/lenses/092040.json index 300c5868569f0f7166719fd14da1515e9fcf2016..1521d9591d79069e58077f314650ff73e465dd89 100644 --- a/landing/lenses/092040.json +++ b/landing/lenses/092040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 240.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 264.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092070.json b/landing/lenses/092070.json index 154b9bb392a65d25507aad770ed53c4e0cd06583..f30e2c6039d6b162a589b266f8a18ec3d0b511e1 100644 --- a/landing/lenses/092070.json +++ b/landing/lenses/092070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092130.json b/landing/lenses/092130.json index 9d1a2a43a0e9e59e656b39da6c028edd19df4c0d..56ee07b67b4b3e38851b2a8862ea98ddce2f8139 100644 --- a/landing/lenses/092130.json +++ b/landing/lenses/092130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092190.json b/landing/lenses/092190.json index 08bfdaedce4925f4cac86b5f9538878d5170bc7d..a14b421c5d1c1d140f7e04dc01d996ce3d8d615a 100644 --- a/landing/lenses/092190.json +++ b/landing/lenses/092190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092200.json b/landing/lenses/092200.json index d6b9d6a257265fa20303adedd6d86952c88c2f5a..9e5f6b61caba2c6b99352c074486def4c05f1956 100644 --- a/landing/lenses/092200.json +++ b/landing/lenses/092200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092220.json b/landing/lenses/092220.json index 2150665c52854d089dae5f6a3a25d8f7414290c6..ad2c0efd178f1cfa872a908473c3535ebdb4dfcf 100644 --- a/landing/lenses/092220.json +++ b/landing/lenses/092220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092230.json b/landing/lenses/092230.json index 5e0738d0ad61a40f5540b93898a1e4c98e998161..4fdff98d7c04b75c5aaa06c2026176b82c5b7e0b 100644 --- a/landing/lenses/092230.json +++ b/landing/lenses/092230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1600,88 +1600,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:14fe4d49f871", - "target": "092230", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.593 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092300.json b/landing/lenses/092300.json index 81b9704971ad47f06c067a08a2a8dce58b8a8806..1761655898b501453a4198ddb37c627b148119de 100644 --- a/landing/lenses/092300.json +++ b/landing/lenses/092300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/092440.json b/landing/lenses/092440.json index 182051b81cf83bc48a35e4fb6a443b32e98b0305..d63b23310f8edb9eed9a469f86c299add4f10668 100644 --- a/landing/lenses/092440.json +++ b/landing/lenses/092440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1199,7 +1199,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1490,88 +1490,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:fc6d05136777", - "target": "092440", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2024", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.695 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092460.json b/landing/lenses/092460.json index cc30977a1fa9ce7c6d9877dc783a7c6b134af8b8..2928d2713e3fd0ac77c9925cefd33d51f81a2ff6 100644 --- a/landing/lenses/092460.json +++ b/landing/lenses/092460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092600.json b/landing/lenses/092600.json index a1a1f7589beeb033b6535f8051b5295937f00b55..1724a91baa25b0d43f2b0d7fb9acb3d72b731d81 100644 --- a/landing/lenses/092600.json +++ b/landing/lenses/092600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -986,19 +986,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1019,8 +1019,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,17 +1065,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1085,7 +1085,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1110,7 +1110,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1138,13 +1138,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1153,7 +1153,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1166,10 +1166,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1185,10 +1185,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,10 +1212,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092730.json b/landing/lenses/092730.json index 98a1af449d9edfa77f00d76eff69dce63fe96991..089c9ab974af11015876197f3e261bba39df8f6a 100644 --- a/landing/lenses/092730.json +++ b/landing/lenses/092730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092780.json b/landing/lenses/092780.json index d80cd1655875434a4b20b28d37fc2f530328c62d..8ca26f6e2823a8d1ddef83a6110ab9f28857e151 100644 --- a/landing/lenses/092780.json +++ b/landing/lenses/092780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -599,313 +599,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "092780", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-06" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 46.07, 전망 안정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 20.87, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 2.09, - "sourceRef": "axes.사업안정성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 62.91, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 15.73, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 46.28, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 6.94, - "sourceRef": "axes.현금흐름" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 레버리지 부담이 있다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/092780/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/092780/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 경기관련소비재 업종 기준 취약하여 즉각적인 개선이 요구된다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/092780/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 주의가 필요한 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/092780/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/092780/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 62.91, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/092780/axes/자본구조", - "status": "derived", - "detail": "위험점수 42.63, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/092780/axes/유동성", - "status": "derived", - "detail": "위험점수 40.55, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/092780/axes/현금흐름", - "status": "derived", - "detail": "위험점수 46.28, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/092780/axes/사업안정성", - "status": "derived", - "detail": "위험점수 20.87, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/092780/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-BB-", - "score": 46.07, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 47.22, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 24.3, - "grade": "BBB", - "pdEstimate": 0.25 - }, - { - "period": "2025", - "score": 45.97, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2024", - "score": 41.59, - "grade": "BB", - "pdEstimate": 1.5 - }, - { - "period": "2023", - "score": 29.75, - "grade": "BBB-", - "pdEstimate": 0.4 - }, - { - "period": "2022", - "score": 43.87, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2021", - "score": 42.98, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2020", - "score": 57.14, - "grade": "B", - "pdEstimate": 7.0 - }, - { - "period": "2019", - "score": 31.99, - "grade": "BBB-", - "pdEstimate": 0.4 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-5", - "pdEstimate": 2.5, - "notchAdjustment": null, - "divergenceExplanation": [ - "채무상환능력 축이 63점으로 등급 하방 압력", - "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 17.75%). 최근 주가 하락이 반영된 결과", - "D/EBITDA 10.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -916,14 +609,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1033,186 +726,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "092780", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." - }, - "confidence": { - "level": "high", - "score": 100.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": 0.5, - "direction": "positive", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": -0.005, - "direction": "neutral", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": -0.5, - "direction": "negative", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.5 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "underReaction" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.5 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "underReaction" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1223,10 +736,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1242,10 +755,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,10 +773,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1278,10 +791,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +805,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +813,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +821,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1324,7 +837,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1487,8 +1000,7 @@ } }, "statusCounts": { - "partial": 3, - "usable": 2 + "partial": 3 }, "gaps": [ { @@ -1499,11 +1011,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1548,11 +1058,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.fx-export-revenue.companyEvidence", @@ -1586,88 +1094,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ba4766c43bd0", - "target": "092780", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092790.json b/landing/lenses/092790.json index b78533235f14ed7da3e786061faeab02b9a761bd..5d48ac62a0fb203a07aa017527608c9e7e65fd68 100644 --- a/landing/lenses/092790.json +++ b/landing/lenses/092790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,7 +814,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -829,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -956,19 +956,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -989,8 +989,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,17 +1035,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1080,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1114,7 +1114,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1123,7 +1123,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1365,88 +1365,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b6e643442b6d", - "target": "092790", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.614 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092870.json b/landing/lenses/092870.json index 57726992320265d291913e66dddfffac34a6750e..e992b93d72131eabe8e8178909236ec1284d4747 100644 --- a/landing/lenses/092870.json +++ b/landing/lenses/092870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 30.42, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 32.42, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 30.42, + "grade": "dCR-BBB", + "score": 32.42, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 30.53, + "grade": "dCR-BBB", + "score": 32.53, "assumptions": { "scenarioStress": "moderate" } @@ -908,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1213,13 +1213,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093050.json b/landing/lenses/093050.json index 90dc61ca54018c370837ab6a4d82e7cb5f211af2..e96083297f09361dc2fbd4a3c4a461d1f7e46ae8 100644 --- a/landing/lenses/093050.json +++ b/landing/lenses/093050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/093190.json b/landing/lenses/093190.json index 3d658170fc63ff1f83dfb92209df7960ee29ed47..9877f63d1d747aded30ad5124ac0195a3465ed95 100644 --- a/landing/lenses/093190.json +++ b/landing/lenses/093190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093230.json b/landing/lenses/093230.json index b9fd5ca7ea255f95df1582da945b425f8ac7f488..9a4b255ae5a9c29c06da938c05ac0b9f38fe7fda 100644 --- a/landing/lenses/093230.json +++ b/landing/lenses/093230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,82 +521,24 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2025-09-10", + "asOf": "2026-09-13", + "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, - "status": "partial", + "status": "blocked", "conclusion": { "label": "괴리 판단 보류", "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "low", - "score": 34.7, + "level": "blocked", + "score": 8.0, "method": "threeBlockCoverageAndSignalClarity" }, - "drivers": [ - { - "id": "price", - "label": "가격 반응", - "score": 0.0, - "direction": "neutral", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2025-09-10", - "period": null, - "status": "derived", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2025-09-10", - "period": null, - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.0 - } - ], - "evidence": [ - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2025-09-10", - "detail": "괴리 판정의 price 입력" - } - ], + "drivers": [], + "claims": [], + "evidence": [], "assumptions": [ { "id": "expectationMethod", @@ -622,6 +564,12 @@ "status": "unsupported", "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", "sourceRef": "dartlab://gather/revenueConsensus" + }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict" } ], "scenarios": [ @@ -661,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -680,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -952,8 +900,8 @@ } }, "statusCounts": { - "partial": 3, - "blocked": 2 + "partial": 2, + "blocked": 3 }, "gaps": [ { @@ -1096,6 +1044,13 @@ "sourceRef": "dartlab://gather/revenueConsensus", "engine": "quant" }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict", + "engine": "quant" + }, { "id": "macro.company.sectorKey", "status": "missing", diff --git a/landing/lenses/093240.json b/landing/lenses/093240.json index 482553b060850a891c69ab2286f37eedba231328..d7fc44093cfda371ebc5118a5183bd1642818f25 100644 --- a/landing/lenses/093240.json +++ b/landing/lenses/093240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -50,10 +50,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -163,7 +163,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -214,7 +214,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -265,7 +265,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -316,7 +316,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -894,7 +894,7 @@ "divergenceExplanation": [ "채무상환능력 축이 56점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 25.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 26.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -909,14 +909,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1036,10 +1036,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1216,10 +1216,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1235,10 +1235,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,10 +1262,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093320.json b/landing/lenses/093320.json index dfa13cdc7588fba8ff1c813498f3bca8f98ef604..ae7849d98307363668e7908d9dda909f72b00d43 100644 --- a/landing/lenses/093320.json +++ b/landing/lenses/093320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093370.json b/landing/lenses/093370.json index 74fb8d94ab0711d2b1623c6782e02dc590950578..cd1c97f82f0659256c56d999373b8be9f07021da 100644 --- a/landing/lenses/093370.json +++ b/landing/lenses/093370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093520.json b/landing/lenses/093520.json index 4beeb3f027e2fa9b96d2a43841c6c4e05e1c71f4..b12949bb78aaf12bd2a895f39636321917746296 100644 --- a/landing/lenses/093520.json +++ b/landing/lenses/093520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093640.json b/landing/lenses/093640.json index a2daea122b92810f430df2bd1be2b21957c0ce50..9872f9db4c013c00404ca020fdcac62e1efd5c8b 100644 --- a/landing/lenses/093640.json +++ b/landing/lenses/093640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1557,7 +1557,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1579,7 +1579,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1597,8 +1597,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/093920.json b/landing/lenses/093920.json index 3a9dd9b49492dbf9b35442741ae6d20e8cb84b1c..9e3e00c54dd22c0f8150ca03917fefb6ac9e9f94 100644 --- a/landing/lenses/093920.json +++ b/landing/lenses/093920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4ee67b861e7f", - "target": "093920", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/094170.json b/landing/lenses/094170.json index 0f10b84d151d33ba7b31aca4ef87f9768a48fd2e..f7024d56b3c10bfefd39e59035f216ee88d5696b 100644 --- a/landing/lenses/094170.json +++ b/landing/lenses/094170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,10 +1248,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094280.json b/landing/lenses/094280.json index 36f475a09e59dd43afda590c67707fdb89bc219e..a238db838b3ceb828e394265adad92de255af4d4 100644 --- a/landing/lenses/094280.json +++ b/landing/lenses/094280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094360.json b/landing/lenses/094360.json index 965587ac2a210e6c1127dbc64e33d749bef512a7..c88ee5382bb286b089c60b1f0c7deea394b889bb 100644 --- a/landing/lenses/094360.json +++ b/landing/lenses/094360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094480.json b/landing/lenses/094480.json index 334a7681ac450b5468bb6d402d2dc305108a5b77..aefb0fecee9a23c1aa1f565513a6f9161b73b9dc 100644 --- a/landing/lenses/094480.json +++ b/landing/lenses/094480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 10.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 12.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094800.json b/landing/lenses/094800.json index 877a6e06c83b66d51b4f5bba276652870cbeb4e5..239fe6113bca178d1445bf0c8dfe615329a49142 100644 --- a/landing/lenses/094800.json +++ b/landing/lenses/094800.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/094820.json b/landing/lenses/094820.json index 2fa21c4b6221a55f3c9e4dd70669147ef1b6c8b1..88161c20952c76a1fe480f7802aa1f264b039800 100644 --- a/landing/lenses/094820.json +++ b/landing/lenses/094820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -907,7 +907,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094840.json b/landing/lenses/094840.json index ed05f5d990255d5f50aa569dacb3ad6181f9e6f3..17bc35f32de3266083c3dcf95ae1ce716681ba3a 100644 --- a/landing/lenses/094840.json +++ b/landing/lenses/094840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094850.json b/landing/lenses/094850.json index d856ac9189f805f20f03e91e6257b295a64fb5af..ac9eba7454c7a58b137415f48f01abac799953cb 100644 --- a/landing/lenses/094850.json +++ b/landing/lenses/094850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,10 +1107,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094860.json b/landing/lenses/094860.json index c7156454fd4e34fc675444f7353b1c7f9834faaa..1393af3c590240ac3b90378c035fd151ee3f471b 100644 --- a/landing/lenses/094860.json +++ b/landing/lenses/094860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1386,7 +1386,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1408,7 +1408,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1426,8 +1426,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/094940.json b/landing/lenses/094940.json index 8256f2b0aea7356f57971e1b857279f46202cc14..375adce1b5c2219497a5e90a877e9da573bf3858 100644 --- a/landing/lenses/094940.json +++ b/landing/lenses/094940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 5.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 7.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,88 +1460,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:df96b85ccc1a", - "target": "094940", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.25 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/094970.json b/landing/lenses/094970.json index ee61525f0f68019e8a536d44c3f718f39c95a880..c67245dc9ecd695a06f77caefbfd20d2cc1f5c0a 100644 --- a/landing/lenses/094970.json +++ b/landing/lenses/094970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095190.json b/landing/lenses/095190.json index 0a40553fb7ec19f2cd945120fd795362077dd019..c9418b086317cc5d0279e39d2eb261900964f3cd 100644 --- a/landing/lenses/095190.json +++ b/landing/lenses/095190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -546,310 +546,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "095190", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": { - "latestPeriod": "2023", - "retrievedAt": "2026-09-06" - }, - "period": "2023", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 20.44, 전망 긍정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 7.38, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 1.11, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 35.0, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 5.25, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 27.08, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 4.06, - "sourceRef": "axes.유동성" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/095190/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 보통 수준이다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/095190/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 소재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/095190/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 주의가 필요한 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/095190/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/095190/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 25.57, 가중치 30%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/095190/axes/자본구조", - "status": "derived", - "detail": "위험점수 7.38, 가중치 15%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/095190/axes/유동성", - "status": "derived", - "detail": "위험점수 27.08, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/095190/axes/현금흐름", - "status": "derived", - "detail": "위험점수 35.00, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/095190/axes/사업안정성", - "status": "derived", - "detail": "위험점수 22.70, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/095190/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-BBB+", - "score": 20.44, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 21.23, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.현금흐름" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 11.61, - "grade": "A+", - "pdEstimate": 0.04 - }, - { - "period": "2025", - "score": 10.78, - "grade": "A+", - "pdEstimate": 0.04 - }, - { - "period": "2024", - "score": 27.24, - "grade": "BBB-", - "pdEstimate": 0.4 - }, - { - "period": "2023", - "score": 27.68, - "grade": "BBB-", - "pdEstimate": 0.4 - }, - { - "period": "2022", - "score": 41.74, - "grade": "BB", - "pdEstimate": 1.5 - }, - { - "period": "2021", - "score": 28.36, - "grade": "BBB-", - "pdEstimate": 0.4 - }, - { - "period": "2020", - "score": 33.82, - "grade": "BB+", - "pdEstimate": 0.75 - }, - { - "period": "2019", - "score": 42.68, - "grade": "BB-", - "pdEstimate": 2.5 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 0.15, - "notchAdjustment": null, - "divergenceExplanation": [ - "현금흐름 축이 35점으로 등급 하방 압력", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -860,14 +556,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -977,176 +673,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "095190", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2023", - "knowledgeBoundary": "2026-09-06" - }, - "status": "partial", - "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." - }, - "confidence": { - "level": "medium", - "score": 73.3, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": 0.5, - "direction": "positive", - "sourceRef": "fundamental.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": -0.5, - "direction": "negative", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2023", - "period": "2023", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.5 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "underReaction" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2023", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.5 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "underReaction" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1157,10 +683,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1176,10 +702,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +733,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,8 +827,8 @@ } }, "statusCounts": { - "partial": 3, - "usable": 2 + "partial": 2, + "usable": 1 }, "gaps": [ { @@ -1313,11 +839,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1362,18 +886,9 @@ "engine": "industry" }, { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise", - "engine": "quant" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1391,7 +906,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/095270.json b/landing/lenses/095270.json index d01e0af36902179aaf563440867b2eff737200a9..b1da1ce0d82927a700d5e91c3ab95752386afef8 100644 --- a/landing/lenses/095270.json +++ b/landing/lenses/095270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095340.json b/landing/lenses/095340.json index e348fbb24eeded4f96e2c5d6c7a1ef9906789748..d53d6e3b54c436b0b607bbc843a583a51b2507d1 100644 --- a/landing/lenses/095340.json +++ b/landing/lenses/095340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095500.json b/landing/lenses/095500.json index 82ab2e6e9342fb0b49ebbe8576a06cd43ab07f93..d722c0759da197590326ae345d0d90395cea7ec4 100644 --- a/landing/lenses/095500.json +++ b/landing/lenses/095500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,7 +923,7 @@ "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 7.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 7.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1153,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095570.json b/landing/lenses/095570.json index dee77fc020b620e38ba632548ceba7ac73998491..5bcce8d44151118a8b37a8aa1a25f42ca5fcf4fd 100644 --- a/landing/lenses/095570.json +++ b/landing/lenses/095570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095610.json b/landing/lenses/095610.json index 20dd90bc8922c3934703094622d0b171fd52bceb..2b2c8e7f7bd92b9df63c7c112b99f95fdfdf8aa4 100644 --- a/landing/lenses/095610.json +++ b/landing/lenses/095610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095660.json b/landing/lenses/095660.json index 9b43baa3afbc47dc75ae42076016157bc41b7748..6ac7df3b4f3dd4578f5f8f62497973fca42c353f 100644 --- a/landing/lenses/095660.json +++ b/landing/lenses/095660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/095700.json b/landing/lenses/095700.json index d6d99233bdfde64e627545b45e304eaae2666079..3ddabe7869f9fad38eea2165156c6176013e8a9a 100644 --- a/landing/lenses/095700.json +++ b/landing/lenses/095700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 76.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 80.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -981,19 +981,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1007,8 +1007,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,17 +1052,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1129,7 +1129,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1138,7 +1138,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1151,10 +1151,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1170,10 +1170,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095720.json b/landing/lenses/095720.json index 4791da75906770f52b3203f6c85ab1babe48417c..00dd69ccce6f421050ec79aa633435520e632282 100644 --- a/landing/lenses/095720.json +++ b/landing/lenses/095720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 17.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 16.91%). 최근 주가 하락이 반영된 결과", "D/EBITDA 23.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095910.json b/landing/lenses/095910.json index f9eb0bc895e7020cf7421e1f77d6f8e3b82328de..48829afe0e6c9b5353256261b53c64f3a83dee6f 100644 --- a/landing/lenses/095910.json +++ b/landing/lenses/095910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 47.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 48.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096040.json b/landing/lenses/096040.json index e4c10649a218143b03bcff2ff611946c22195cf4..81177045f64f2c2c05652d74dd20f26f884c1e9e 100644 --- a/landing/lenses/096040.json +++ b/landing/lenses/096040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,82 +521,24 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2025-09-09", + "asOf": "2026-09-13", + "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, - "status": "partial", + "status": "blocked", "conclusion": { "label": "괴리 판단 보류", "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "low", - "score": 34.7, + "level": "blocked", + "score": 8.0, "method": "threeBlockCoverageAndSignalClarity" }, - "drivers": [ - { - "id": "price", - "label": "가격 반응", - "score": 0.0, - "direction": "neutral", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2025-09-09", - "period": null, - "status": "derived", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2025-09-09", - "period": null, - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.0 - } - ], - "evidence": [ - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2025-09-09", - "detail": "괴리 판정의 price 입력" - } - ], + "drivers": [], + "claims": [], + "evidence": [], "assumptions": [ { "id": "expectationMethod", @@ -622,6 +564,12 @@ "status": "unsupported", "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", "sourceRef": "dartlab://gather/revenueConsensus" + }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict" } ], "scenarios": [ @@ -661,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -680,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -952,8 +900,8 @@ } }, "statusCounts": { - "partial": 3, - "blocked": 2 + "partial": 2, + "blocked": 3 }, "gaps": [ { @@ -1096,6 +1044,13 @@ "sourceRef": "dartlab://gather/revenueConsensus", "engine": "quant" }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict", + "engine": "quant" + }, { "id": "macro.company.sectorKey", "status": "missing", diff --git a/landing/lenses/096240.json b/landing/lenses/096240.json index e70c3a96fb6c307394ca0a1acd4d7efbb6f55642..79bfe5bfd513b381cd6360e22ddb39bb81e8dc9f 100644 --- a/landing/lenses/096240.json +++ b/landing/lenses/096240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096250.json b/landing/lenses/096250.json index e92be7d7423ace831df08f9f6b4d6e6e88ac7821..39bf652376c42fd02c9bead1bad615915b2c4c7c 100644 --- a/landing/lenses/096250.json +++ b/landing/lenses/096250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,7 +812,7 @@ "divergenceExplanation": [ "현금흐름 축이 47점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1134,10 +1134,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1153,10 +1153,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096350.json b/landing/lenses/096350.json index f6eab7c26a8066bd65b9e645be924c84f7ea9f5e..5af7e12eccc73d18246a0e22c28eb9d80d370220 100644 --- a/landing/lenses/096350.json +++ b/landing/lenses/096350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 13.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 12.59%). 최근 주가 하락이 반영된 결과", "D/EBITDA 119.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096530.json b/landing/lenses/096530.json index 8c1a552db7d2b4a03ec69b5ba0bfd52e033f0801..9271a6706de371e0a0a8b92eebba212f17bdc21a 100644 --- a/landing/lenses/096530.json +++ b/landing/lenses/096530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1212,13 +1212,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096610.json b/landing/lenses/096610.json index 1a3c714c160e7fa4b06cf6bcb830e365b18f64c7..5e172901082fe3f1cd9344c7f139dfbe5854bfa0 100644 --- a/landing/lenses/096610.json +++ b/landing/lenses/096610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-09-02", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,7 +1128,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-09-02", "period": "2025", "status": "derived", @@ -1150,7 +1150,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-09-02", "period": "2025", "status": "observed", @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096630.json b/landing/lenses/096630.json index 7b749bf34dfe6c2de44850d105dc19622d6ccdb1..1c7e0a2683580da7ad670ff689fc4d6a49476acd 100644 --- a/landing/lenses/096630.json +++ b/landing/lenses/096630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 30점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/096640.json b/landing/lenses/096640.json index 15aa7bc74268f0f31991fc0737e9e45cc38a21dc..3723a011dd41382972f9319591115da4fef96c23 100644 --- a/landing/lenses/096640.json +++ b/landing/lenses/096640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2023", "status": "derived", @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,10 +1235,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1253,10 +1253,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096690.json b/landing/lenses/096690.json index 52db0837092d6940db9d1440f8900389fbdcb2ed..2cdeb05707551b32d474a540080933abf5258918 100644 --- a/landing/lenses/096690.json +++ b/landing/lenses/096690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 81점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 15.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 18.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096760.json b/landing/lenses/096760.json index f469145bc92e5c3c7819adef2bea74685d3afbac..eff4f88dfd932a6f86dc70b27d8b936f5cbe4369 100644 --- a/landing/lenses/096760.json +++ b/landing/lenses/096760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096770.json b/landing/lenses/096770.json index e6237b260760e9796011a35b1a2135efab61c27f..6a0abb6faa6577cb6c79f4e67a13ed7e38611a95 100644 --- a/landing/lenses/096770.json +++ b/landing/lenses/096770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096870.json b/landing/lenses/096870.json index dd918aeb6df2d296528b5b3e056e7778f2cfb43c..d6e2e5f0d3f6c1f3451d64efc824c273eb0d954f 100644 --- a/landing/lenses/096870.json +++ b/landing/lenses/096870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097230.json b/landing/lenses/097230.json index 27f36745aab424ce8ceb83c0f5d6201568d5fbe9..2acb40ff5e95bd2d70c3b37e538a7ebde293728f 100644 --- a/landing/lenses/097230.json +++ b/landing/lenses/097230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 48.02, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 51.54, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 48.02, + "score": 51.54, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 49.33, + "score": 52.78, "assumptions": { "scenarioStress": "moderate" } @@ -914,6 +914,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 10.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/097520.json b/landing/lenses/097520.json index 99fa4944a273e837c87f2f6dffe585106c20727c..eac097ec86f6e72a06892d2757eacf84cdf5b34c 100644 --- a/landing/lenses/097520.json +++ b/landing/lenses/097520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/097780.json b/landing/lenses/097780.json index 3fdb6fdcaf8d7ab3a7ee4f12bbfc241098e0c979..a496935f020590e4ba3fbf73d58351e54bd0fc1e 100644 --- a/landing/lenses/097780.json +++ b/landing/lenses/097780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,310 +611,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "097780", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-06" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 15.62, 전망 긍정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.유동성", - "label": "유동성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 0.0, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 31.04, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 3.1, - "sourceRef": "axes.사업안정성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 22.01, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 5.5, - "sourceRef": "axes.채무상환능력" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/097780/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/097780/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 경기관련소비재 업종 기준 양호한 수준이다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/097780/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 매우 충분하다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/097780/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/097780/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 22.01, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/097780/axes/자본구조", - "status": "derived", - "detail": "위험점수 0.24, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/097780/axes/유동성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/097780/axes/현금흐름", - "status": "derived", - "detail": "위험점수 17.50, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/097780/axes/사업안정성", - "status": "derived", - "detail": "위험점수 31.04, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/097780/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-A", - "score": 15.62, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 15.7, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.사업안정성" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 0.17, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2025", - "score": 17.74, - "grade": "A-", - "pdEstimate": 0.08 - }, - { - "period": "2024", - "score": 36.4, - "grade": "BB+", - "pdEstimate": 0.75 - }, - { - "period": "2023", - "score": 37.09, - "grade": "BB", - "pdEstimate": 1.5 - }, - { - "period": "2022", - "score": 38.53, - "grade": "BB", - "pdEstimate": 1.5 - }, - { - "period": "2021", - "score": 38.29, - "grade": "BB", - "pdEstimate": 1.5 - }, - { - "period": "2020", - "score": 13.5, - "grade": "A", - "pdEstimate": 0.06 - }, - { - "period": "2019", - "score": 26.29, - "grade": "BBB", - "pdEstimate": 0.25 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 0.06, - "notchAdjustment": null, - "divergenceExplanation": [ - "사업안정성 축이 31점으로 등급 하방 압력", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -925,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1042,186 +738,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "097780", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "medium", - "score": 65.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": -0.094, - "direction": "neutral", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": -0.04, - "direction": "neutral", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.0, - "direction": "neutral", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.094 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.0 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1232,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +790,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1377,7 +893,7 @@ }, "statusCounts": { "partial": 2, - "usable": 3 + "usable": 1 }, "gaps": [ { @@ -1388,11 +904,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1437,11 +951,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1458,8 +970,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/097800.json b/landing/lenses/097800.json index 30b61d585c37a01ff2375dc0222ab4a9b7c42e08..48c6152bceffdc4a2b6383d5a974078e8057cdb4 100644 --- a/landing/lenses/097800.json +++ b/landing/lenses/097800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 15.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 18.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,10 +1113,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,10 +1249,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097870.json b/landing/lenses/097870.json index d88f4f4a0fd7eed0b7130dd9d2cd95fab18c3827..20d11e57a6e4ece288de862ff85d04370e95fbcf 100644 --- a/landing/lenses/097870.json +++ b/landing/lenses/097870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -50,10 +50,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -163,7 +163,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -214,7 +214,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -265,7 +265,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -316,7 +316,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -889,7 +889,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1256,10 +1256,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097950.json b/landing/lenses/097950.json index 56ec398114dd471153ad9d525eb1c62531abbf0f..a64a9248bbc481d9f2732a8a21fab69de9e2af3a 100644 --- a/landing/lenses/097950.json +++ b/landing/lenses/097950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ }, "divergenceExplanation": [ "유동성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,10 +1288,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098070.json b/landing/lenses/098070.json index 96b25c470a7aaa706a8ec06cea013b60b7926110..f7c4fd3837cb2a680106404e2162b9a338ed06f9 100644 --- a/landing/lenses/098070.json +++ b/landing/lenses/098070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098120.json b/landing/lenses/098120.json index e9fda47ec9095c9bf53ab169eb980b96e01abc52..6b998c1ffde1c16a87c2022121fce70e3623d7fa 100644 --- a/landing/lenses/098120.json +++ b/landing/lenses/098120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098460.json b/landing/lenses/098460.json index 86010e57e5194053f082e549e998e4a40450c07e..cd9320376ba6b719182b777c84b0face48237090 100644 --- a/landing/lenses/098460.json +++ b/landing/lenses/098460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098660.json b/landing/lenses/098660.json index 2fddfe517c4182aa9b4c67c832e700606e539cdf..f5a5f80ecb648fb23726794f51dd09d17dd0017e 100644 --- a/landing/lenses/098660.json +++ b/landing/lenses/098660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 11.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 11.61%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099190.json b/landing/lenses/099190.json index ed2c18b9ff4ac0d2db1fb408d1c8534a327f1150..de84e4c8216da47e5d0e03688ed3ff6a495fc0f5 100644 --- a/landing/lenses/099190.json +++ b/landing/lenses/099190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099220.json b/landing/lenses/099220.json index d78fd865b9a452ed5cd0849f57454d79221c2f8f..95ede57fdff540bd2cd4297a514a8ed35cdf3863 100644 --- a/landing/lenses/099220.json +++ b/landing/lenses/099220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.12%). 최근 주가 하락이 반영된 결과", "D/EBITDA 36.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-20", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-20", "period": "2025", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-20", "period": "2025", "status": "observed", @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099320.json b/landing/lenses/099320.json index ec23869f15f0429aa2989e12744d88743d34e3aa..ad83365d2ebbeecc5c7b316e368b36ab7c8680a4 100644 --- a/landing/lenses/099320.json +++ b/landing/lenses/099320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/099390.json b/landing/lenses/099390.json index 6a3f7c4efce048d20a27089345e8ee40385febd2..67e89107dd414ab00f51ca6636a04324979959c4 100644 --- a/landing/lenses/099390.json +++ b/landing/lenses/099390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099410.json b/landing/lenses/099410.json index 600379a94cd5f0d79b9acc568fc29d1c5989432e..0b2751267b416eeb415d5e2282bc00ec388073b2 100644 --- a/landing/lenses/099410.json +++ b/landing/lenses/099410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 5.88, 전망 안정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 6.88, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -826,14 +826,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 5.88, + "score": 6.88, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 7.39, + "grade": "dCR-AA-", + "score": 8.39, "assumptions": { "scenarioStress": "moderate" } @@ -849,6 +849,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -933,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1092,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1117,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1219,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099430.json b/landing/lenses/099430.json index 4cfb838cfee01f908193ae181c5986f61579714f..c1f00347c5235b623658541b439ad384f0c9f340 100644 --- a/landing/lenses/099430.json +++ b/landing/lenses/099430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,7 +849,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 5.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 6.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -864,14 +864,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -991,10 +991,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099440.json b/landing/lenses/099440.json index be330b128ef6c78f9d16884d9d754b510c4d7056..0b44c0df68ebc9a6df092f79ec2587cd24b4086f 100644 --- a/landing/lenses/099440.json +++ b/landing/lenses/099440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099520.json b/landing/lenses/099520.json index b875354ef938d49f3353f3e9bdc910e395390225..5d454f8d6bf28a652c4f1e8a46b2243b33c8bd21 100644 --- a/landing/lenses/099520.json +++ b/landing/lenses/099520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099750.json b/landing/lenses/099750.json index 1a6385c707a2b94855f20c97970763625facf6f8..d5074afacb0fe28934e177c79db1e22a03082278 100644 --- a/landing/lenses/099750.json +++ b/landing/lenses/099750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100030.json b/landing/lenses/100030.json index d8a2a04b27b067b321ffaf206d95093006c3ec57..636ff74ca8400289007e03c519ec2b381870d748 100644 --- a/landing/lenses/100030.json +++ b/landing/lenses/100030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100090.json b/landing/lenses/100090.json index fd69f29ae668504388a5945e33283405cdb65f19..20eb954babd9aeb315296f2039d1084cad46dd3c 100644 --- a/landing/lenses/100090.json +++ b/landing/lenses/100090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 15.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b37c0281e1b6", + "target": "100090", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.308 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/100120.json b/landing/lenses/100120.json index 0b290c67dc9abe29a31c62f17133b78d38cc5de0..b7a48b431dbb68175ef4a27cb03b93cb39c4e1db 100644 --- a/landing/lenses/100120.json +++ b/landing/lenses/100120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100130.json b/landing/lenses/100130.json index 0082ae4ce03b58228c13299910ae795d69a7215f..6f67da0dfd767f0a719fc0bbcde6203f55c396ae 100644 --- a/landing/lenses/100130.json +++ b/landing/lenses/100130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -198,7 +198,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2017", "status": "derived", @@ -424,13 +424,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -642,14 +642,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -764,10 +764,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -810,7 +810,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -830,8 +830,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -852,8 +852,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -888,7 +888,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -944,10 +944,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -990,10 +990,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1008,10 +1008,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1022,7 +1022,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1046,7 +1046,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100220.json b/landing/lenses/100220.json index b2d9cd7ccea82cc32848364555f6c6cca381013a..74022f68a61dd437b6e7f2a84108313e760516d5 100644 --- a/landing/lenses/100220.json +++ b/landing/lenses/100220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4ec00243067a", - "target": "100220", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/100250.json b/landing/lenses/100250.json index 79d3a7fdf37c48a7adb281403d9fdc338ca6e65f..a5dac5de4d3db245c4172ef6991ce1366072916b 100644 --- a/landing/lenses/100250.json +++ b/landing/lenses/100250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100590.json b/landing/lenses/100590.json index 70a05adc5769ec4c7676201f862ba2ff61c0ab66..0465c7f02afcbac77e9fd64b86ea9ab3672f9481 100644 --- a/landing/lenses/100590.json +++ b/landing/lenses/100590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -601,18 +601,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.96, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 26.67, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -796,15 +796,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 31.96, + "grade": "dCR-BBB", + "score": 26.67, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 32.09, + "grade": "dCR-BBB", + "score": 26.78, "assumptions": { "scenarioStress": "moderate" } @@ -820,11 +820,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -892,11 +887,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -911,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1038,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1071,8 +1065,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1084,7 +1078,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1104,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,10 +1118,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1162,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1218,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1237,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100660.json b/landing/lenses/100660.json index 8c0ecf69d4bc092c2d51c56fb80990c84ae245d5..1afca0ab6f936cedc02e7e9b1b868e2897562449 100644 --- a/landing/lenses/100660.json +++ b/landing/lenses/100660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -186,7 +186,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -222,7 +222,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -243,7 +243,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -279,7 +279,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -300,7 +300,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -587,311 +587,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "100660", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": { - "latestPeriod": "2023", - "retrievedAt": "2026-09-06" - }, - "period": "2023", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 7.04, 전망 부정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 25, - "contribution": 0.0, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 37.61, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 5.64, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 27.75, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 2.78, - "sourceRef": "axes.사업안정성" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/100660/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 보통 수준이다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/100660/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 매우 우수하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/100660/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 매우 충분하다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/100660/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/100660/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 0.00, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/100660/axes/자본구조", - "status": "derived", - "detail": "위험점수 1.34, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/100660/axes/유동성", - "status": "derived", - "detail": "위험점수 3.32, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/100660/axes/현금흐름", - "status": "derived", - "detail": "위험점수 37.61, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/100660/axes/사업안정성", - "status": "derived", - "detail": "위험점수 27.75, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/100660/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-AA", - "score": 7.04, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 7.05, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.현금흐름" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 0.81, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2025", - "score": 0.72, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2024", - "score": 0.41, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2023", - "score": 0.21, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2022", - "score": 0.24, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2021", - "score": 0.23, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2020", - "score": 0.26, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2019", - "score": 0.21, - "grade": "AAA", - "pdEstimate": 0.0 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 0.02, - "notchAdjustment": null, - "divergenceExplanation": [ - "현금흐름 축이 38점으로 등급 하방 압력", - "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -902,14 +597,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1019,146 +714,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "100660", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": null, - "knowledgeBoundary": "2026-09-06" - }, - "status": "partial", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "low", - "score": 34.7, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "price", - "label": "가격 반응", - "score": 0.5, - "direction": "positive", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": null, - "status": "derived", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": null, - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.5 - } - ], - "evidence": [ - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1169,10 +724,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1188,10 +743,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +766,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,8 +860,8 @@ } }, "statusCounts": { - "partial": 3, - "usable": 2 + "partial": 2, + "usable": 1 }, "gaps": [ { @@ -1317,11 +872,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1366,25 +919,9 @@ "engine": "industry" }, { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings", - "engine": "quant" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise", - "engine": "quant" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1402,7 +939,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/100700.json b/landing/lenses/100700.json index 90969ccd35f74e011dca8981eb95772222d3e98e..7b59d81e7abd30dc0b8f11649406e0a292e0750d 100644 --- a/landing/lenses/100700.json +++ b/landing/lenses/100700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100790.json b/landing/lenses/100790.json index 8842832ccd25ea3eeed01e5c4524b4c7e2729e99..eb6abbe725a98c9f3dccbfcdaa2427cf70256b67 100644 --- a/landing/lenses/100790.json +++ b/landing/lenses/100790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -810,8 +810,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -823,7 +823,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -843,8 +843,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -862,10 +862,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -875,7 +875,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -892,7 +892,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -973,10 +973,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -996,7 +996,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1004,7 +1004,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100840.json b/landing/lenses/100840.json index f32b17007f5bc95f67a3bbcdaeaa04dfa11b9f53..b9f2b639f8b7cc4ee326ab11d995a0e22e971dc1 100644 --- a/landing/lenses/100840.json +++ b/landing/lenses/100840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101000.json b/landing/lenses/101000.json index 16ef235264d426bf95397e234f1467b28119fd9f..423c201c21def9519442278aab0222750ff32e48 100644 --- a/landing/lenses/101000.json +++ b/landing/lenses/101000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101140.json b/landing/lenses/101140.json index 46eaa15e580e24d20d20a5a8161ec54c46413532..7e56174b9ef159b559f2ad4ccb53ea69c81271f9 100644 --- a/landing/lenses/101140.json +++ b/landing/lenses/101140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -914,8 +914,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -927,8 +927,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -945,10 +945,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -958,7 +958,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -967,7 +967,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1081,10 +1081,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1095,7 +1095,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1119,7 +1119,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101160.json b/landing/lenses/101160.json index 888a6324183954d9694649b253792f276ee6abeb..3b0b88a8bc0549093b2ae4e5d5a0ed7f5409b95a 100644 --- a/landing/lenses/101160.json +++ b/landing/lenses/101160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101170.json b/landing/lenses/101170.json index 883314223f2cdfaabeb201335f38575f2779aa76..26a388f61fe9115dc62dd1613ff2f9f1ee6e6982 100644 --- a/landing/lenses/101170.json +++ b/landing/lenses/101170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 32점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101240.json b/landing/lenses/101240.json index a40a7c27676c207dca3f2bec27437473f277a6d8..1f9bf6699da0e23a9558f3bfbfa1f8faedf6d039 100644 --- a/landing/lenses/101240.json +++ b/landing/lenses/101240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101330.json b/landing/lenses/101330.json index 275db39b79d61d0c6fa1e8312c117cdefd62d0f0..8d31fcf4217254eb81f49503b8ba40b9d541f707 100644 --- a/landing/lenses/101330.json +++ b/landing/lenses/101330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101360.json b/landing/lenses/101360.json index ce5d1cb22b692d99fd5e755cd5cceb55c8fcf50e..a4e8df8f4c88de9d142ef15d7385036a89798365 100644 --- a/landing/lenses/101360.json +++ b/landing/lenses/101360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1002,19 +1002,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1035,8 +1035,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1081,17 +1081,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1160,7 +1160,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1169,7 +1169,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,10 +1228,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1498,88 +1498,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ad0b444fa971", - "target": "101360", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.489 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/101390.json b/landing/lenses/101390.json index fe49ebebe0497c0e38f6561688cb6a9ef8580b83..a89368c15b66364a1dcab5f976f1403d9e2ff8be 100644 --- a/landing/lenses/101390.json +++ b/landing/lenses/101390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-30", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-30", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-30", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101400.json b/landing/lenses/101400.json index 14b0e4ff1b4c862d580ae56e57eb0c88dafe2b0a..53a65e6657e261b973c02f8fbeece581d392a908 100644 --- a/landing/lenses/101400.json +++ b/landing/lenses/101400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101490.json b/landing/lenses/101490.json index 1bcdf95b2c1664c0424fa1e8d39d342bcbe4275d..ec10ac07c45a95e836d508141291d5b7322f3574 100644 --- a/landing/lenses/101490.json +++ b/landing/lenses/101490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1556,7 +1556,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1578,7 +1578,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1596,8 +1596,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/101530.json b/landing/lenses/101530.json index b5a68f7c13c7d1f6ae7c78f850c1ba5e0753747b..3568e691622da1587b8e3b7560a7631b605524e4 100644 --- a/landing/lenses/101530.json +++ b/landing/lenses/101530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2022", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101670.json b/landing/lenses/101670.json index 910a6a2762a0c51d7934b2e08941b3fccbc87824..682ba9cac1754e45b4f1df7a6a49e3cccc1a510e 100644 --- a/landing/lenses/101670.json +++ b/landing/lenses/101670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 196.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 201.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101680.json b/landing/lenses/101680.json index b1e3240fe9e68a115838bacb8f65c04f6586be97..7f9875bbc637a6f4609c24bffe0b748f47a7dba1 100644 --- a/landing/lenses/101680.json +++ b/landing/lenses/101680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -846,7 +846,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1007,7 +1007,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101730.json b/landing/lenses/101730.json index 7b3ea835c30d8046271775f54194f89fbb262a0c..c90151a0877def42eddf3a0b06bb3b55fa7cfbe2 100644 --- a/landing/lenses/101730.json +++ b/landing/lenses/101730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101930.json b/landing/lenses/101930.json index 9c09aee2da8e43c7975acde8ba92cdc5fed95205..28cbf18d790de24d3e18c5c5f4bccfc711c81900 100644 --- a/landing/lenses/101930.json +++ b/landing/lenses/101930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101970.json b/landing/lenses/101970.json index 2a7d9986191e36e846382e8de2351434690bee2e..01ac4e164482b1019a3964072a53186b34c7e1e0 100644 --- a/landing/lenses/101970.json +++ b/landing/lenses/101970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102120.json b/landing/lenses/102120.json index 9317ceba478fc76b4be019cbc46e4c43681233d2..749ede3c06e2f9f2a4aac08ea635a91213b0cb5d 100644 --- a/landing/lenses/102120.json +++ b/landing/lenses/102120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1556,7 +1556,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1578,7 +1578,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1596,8 +1596,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/102210.json b/landing/lenses/102210.json index d54cebc75806ae3444a60d678d89c35da91d729c..366ac522e299397d360c5812aa567813a109fcd8 100644 --- a/landing/lenses/102210.json +++ b/landing/lenses/102210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102260.json b/landing/lenses/102260.json index aad6345e3a09de1d8e69ed20dd3886421bd84285..9a7c69e079879bb81a8f6a75078bbb833740c018 100644 --- a/landing/lenses/102260.json +++ b/landing/lenses/102260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102280.json b/landing/lenses/102280.json index 62e8918000f51dafee9024c6e5ca5b4e69019d27..180e3f361c6aa01c96e0f2e97bb153715f71e7ca 100644 --- a/landing/lenses/102280.json +++ b/landing/lenses/102280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-11-27", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-11-27", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-11-27", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102370.json b/landing/lenses/102370.json index c697124abd69fe13a46f52dabc7f0826a80f41f6..b7f867d5e9ef45f3a74ec3298e915b35d1cde054 100644 --- a/landing/lenses/102370.json +++ b/landing/lenses/102370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -497,293 +497,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "102370", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-06" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 46.50, 전망 안정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 6.4, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 0.96, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 90.0, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 22.5, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 70.0, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 10.5, - "sourceRef": "axes.현금흐름" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 양호하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/102370/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/102370/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/102370/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 매우 충분하다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/102370/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/102370/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 90.00, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/102370/axes/자본구조", - "status": "derived", - "detail": "위험점수 17.59, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/102370/axes/유동성", - "status": "derived", - "detail": "위험점수 6.40, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/102370/axes/현금흐름", - "status": "derived", - "detail": "위험점수 70.00, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/102370/axes/사업안정성", - "status": "derived", - "detail": "위험점수 40.17, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/102370/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-BB-", - "score": 46.5, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 47.1, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 37.39, - "grade": "BB", - "pdEstimate": 1.5 - }, - { - "period": "2025", - "score": 58.91, - "grade": "B", - "pdEstimate": 7.0 - }, - { - "period": "2024", - "score": 44.78, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2023", - "score": 55.79, - "grade": "B", - "pdEstimate": 7.0 - }, - { - "period": "2022", - "score": 41.03, - "grade": "BB", - "pdEstimate": 1.5 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-6", - "pdEstimate": 2.5, - "notchAdjustment": null, - "divergenceExplanation": [ - "채무상환능력 축이 90점으로 등급 하방 압력", - "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -794,14 +507,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -906,186 +619,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "102370", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." - }, - "confidence": { - "level": "high", - "score": 100.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": -0.54, - "direction": "negative", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": 0.04, - "direction": "neutral", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.5, - "direction": "positive", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.54 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "overOptimism" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.5 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "overOptimism" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1096,10 +629,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1115,10 +648,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,10 +675,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1160,10 +693,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1174,7 +707,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +715,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1198,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1214,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1396,7 +929,6 @@ }, "statusCounts": { "partial": 2, - "usable": 2, "blocked": 1 }, "gaps": [ @@ -1408,11 +940,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.position", @@ -1471,11 +1001,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.company.sectorKey", @@ -1530,88 +1058,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3e61596b645c", - "target": "102370", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.54 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/102460.json b/landing/lenses/102460.json index 640abbcce85c8ee6bd446907a2d81f9e964ebe3b..b095bac69510e43ffae3330e4d688c4ed2867b00 100644 --- a/landing/lenses/102460.json +++ b/landing/lenses/102460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f543077776bc", + "target": "102460", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/102710.json b/landing/lenses/102710.json index 7d49ea27184c80d8954ca1b949176ad0adbd1516..bb95c752640c9dc2518acc04ab5a7a7f70011d66 100644 --- a/landing/lenses/102710.json +++ b/landing/lenses/102710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.95%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/102940.json b/landing/lenses/102940.json index 61dd1488764d9b5dfe92699760d4e0b3211b82cf..b1a56361c5c98ee22ae826dc29d1bc9355c46256 100644 --- a/landing/lenses/102940.json +++ b/landing/lenses/102940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 20.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 21.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1556,88 +1556,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:872fea58a703", - "target": "102940", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.463 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/102950.json b/landing/lenses/102950.json index 51f7251bd89cd2caa6e673e9cb83b4c8e21d5c14..15a845a10eac2ef1876739ccf407e2c965e79b57 100644 --- a/landing/lenses/102950.json +++ b/landing/lenses/102950.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/103140.json b/landing/lenses/103140.json index 08be36a9afbe563a196fcf256d73f75344c34eb5..cbb33509c49a88f54f1ca7f927b96d435189bacf 100644 --- a/landing/lenses/103140.json +++ b/landing/lenses/103140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -536,13 +536,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -755,14 +755,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -882,10 +882,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -928,7 +928,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -948,8 +948,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1081,10 +1081,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103160.json b/landing/lenses/103160.json index ede4f508d9a1de8772acfb7d23a28e132bf9a1a6..31ca93d270606dbfbc06dac0320739c701f590c9 100644 --- a/landing/lenses/103160.json +++ b/landing/lenses/103160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,10 +1233,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1251,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103230.json b/landing/lenses/103230.json index 9c022cf95f2d9211aaa33a8722ac805c7cdb478f..b6cb3a3c454de6a5bbf32ed89c195eefca3bd25a 100644 --- a/landing/lenses/103230.json +++ b/landing/lenses/103230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103590.json b/landing/lenses/103590.json index e6c9cbe3acd38bb29e72043554d1b0552894b48e..470c1a746ee6d545b1499e962b9102ec551b6969 100644 --- a/landing/lenses/103590.json +++ b/landing/lenses/103590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2018", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,15 +1055,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1197,13 +1197,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1212,7 +1212,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103840.json b/landing/lenses/103840.json index db566e00aaca31022eda189c90733ba04613c6db..3dff51259069a7a605af6d6192eced290af3e023 100644 --- a/landing/lenses/103840.json +++ b/landing/lenses/103840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 73점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.84%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,10 +1204,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104040.json b/landing/lenses/104040.json index e8ffd19853bb341626018e3f4fd2da7c141841f5..ceb913569fe2f10f76d4c7a535e3ccd7a234420e 100644 --- a/landing/lenses/104040.json +++ b/landing/lenses/104040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -919,7 +919,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 71점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104200.json b/landing/lenses/104200.json index d6575bfc895b858d6c3a0d01e5818c324a2c740f..891e34f7d04df6271e69e5e4f90d47c80fb32dfb 100644 --- a/landing/lenses/104200.json +++ b/landing/lenses/104200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104460.json b/landing/lenses/104460.json index 1cf392cc2a7d8f172bf0d6b48fa36713a396a2cf..e926c3c617ca519433735d47f5489ecba7cb056e 100644 --- a/landing/lenses/104460.json +++ b/landing/lenses/104460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "divergenceExplanation": [ "현금흐름 축이 49점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1222,7 +1222,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,88 +1466,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c39a87199136", - "target": "104460", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.623 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/104480.json b/landing/lenses/104480.json index dd4d61ba3e9849dd054d19ce09b4f41af2845bb1..148e3a0bfb79faf35595ccbff406b53e53c5ad62 100644 --- a/landing/lenses/104480.json +++ b/landing/lenses/104480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104540.json b/landing/lenses/104540.json index ae02fff0992fb3d4dde08ad20aeefae521496578..4dd4ccbac39f423c80e54891c2984d73493ed9fb 100644 --- a/landing/lenses/104540.json +++ b/landing/lenses/104540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/104620.json b/landing/lenses/104620.json index 8a622f1b03f675d370eedbd51920396cc6b28bb0..b20df39b10d2eab1744ebd9780ea21069f1cab5c 100644 --- a/landing/lenses/104620.json +++ b/landing/lenses/104620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -153,7 +153,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -174,7 +174,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -204,7 +204,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -225,7 +225,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -255,7 +255,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -955,10 +955,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1125,10 +1125,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1144,10 +1144,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,10 +1171,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1189,10 +1189,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104700.json b/landing/lenses/104700.json index 9e31da29169c58b63906ce96b1ea1c4fa1754d4d..6e7bd77becb5a19130e44642f83d319681095226 100644 --- a/landing/lenses/104700.json +++ b/landing/lenses/104700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104830.json b/landing/lenses/104830.json index c9f9d3d33ac3e690ff6f0384675bebb13ab3377f..18f41e8637e14462c3bbb616e900aaa164fadbe3 100644 --- a/landing/lenses/104830.json +++ b/landing/lenses/104830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105330.json b/landing/lenses/105330.json index 87c60a115d939ecf5cd3675722e051cd466c0fe2..39c5b2b212a117e7b0ac31ae801ba3b7c641aee0 100644 --- a/landing/lenses/105330.json +++ b/landing/lenses/105330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:fabde4159e53", + "target": "105330", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2024", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.299 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/105550.json b/landing/lenses/105550.json index 49c988cf781149c759cb62af99c0b07f13757410..f42d27679947faa3e1cdf36b45f0429cd443884f 100644 --- a/landing/lenses/105550.json +++ b/landing/lenses/105550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 352.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 365.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105560.json b/landing/lenses/105560.json index c1db5ab37dd4b5f150a108c1f67afecec376d48a..d3c8b041c834a275aa834ae93f7baf3422f7b833 100644 --- a/landing/lenses/105560.json +++ b/landing/lenses/105560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105630.json b/landing/lenses/105630.json index 0607ef9e803c780937733c212c31a12c903cd89d..7884f943d169a4a2a9a1b24c9c3b7a74e3aeefb0 100644 --- a/landing/lenses/105630.json +++ b/landing/lenses/105630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,88 +1463,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:560a1f53f940", - "target": "105630", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/105740.json b/landing/lenses/105740.json index e6d3baad5edb53898b03148155463c8068956275..5317bb6938324863b3940d961826cb70e692f7ce 100644 --- a/landing/lenses/105740.json +++ b/landing/lenses/105740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105760.json b/landing/lenses/105760.json index e62abf3a203c14151bd0026474142aa19dc47f57..776eebbbd605a857c7912c267c29f5077fa2e8bb 100644 --- a/landing/lenses/105760.json +++ b/landing/lenses/105760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -829,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -956,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -989,8 +989,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1042,10 +1042,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1080,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105840.json b/landing/lenses/105840.json index 2c48b022f6fb35ff4ccbd5de56e73251ba0b0632..a6a3e6032fc1a5a034167769da228741f9ead82e 100644 --- a/landing/lenses/105840.json +++ b/landing/lenses/105840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,312 +611,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "105840", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-06" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 17.81, 전망 부정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 1.74, - "unit": "riskScore", - "direction": "positive", - "weight": 20, - "contribution": 0.35, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 48.79, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 7.32, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 30.53, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 7.63, - "sourceRef": "axes.채무상환능력" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/105840/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/105840/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/105840/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 매우 충분하다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/105840/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/105840/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 30.53, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/105840/axes/자본구조", - "status": "derived", - "detail": "위험점수 1.74, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/105840/axes/유동성", - "status": "derived", - "detail": "위험점수 2.77, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/105840/axes/현금흐름", - "status": "derived", - "detail": "위험점수 48.79, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/105840/axes/사업안정성", - "status": "derived", - "detail": "위험점수 30.32, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/105840/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-A-", - "score": 17.81, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 17.83, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.현금흐름" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 0.87, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2025", - "score": 18.63, - "grade": "A-", - "pdEstimate": 0.08 - }, - { - "period": "2024", - "score": 0.29, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2023", - "score": 3.59, - "grade": "AA+", - "pdEstimate": 0.01 - }, - { - "period": "2022", - "score": 5.33, - "grade": "AA", - "pdEstimate": 0.02 - }, - { - "period": "2021", - "score": 18.39, - "grade": "A-", - "pdEstimate": 0.08 - }, - { - "period": "2020", - "score": 54.7, - "grade": "B+", - "pdEstimate": 4.0 - }, - { - "period": "2019", - "score": 48.23, - "grade": "B+", - "pdEstimate": 4.0 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-5", - "pdEstimate": 0.08, - "notchAdjustment": null, - "divergenceExplanation": [ - "현금흐름 축이 49점으로 등급 하방 압력", - "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 3.11%). 최근 주가 하락이 반영된 결과", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -927,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1044,186 +738,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "105840", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "medium", - "score": 65.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": 0.322, - "direction": "positive", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": -0.07, - "direction": "neutral", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": -0.5, - "direction": "negative", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.322 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.5 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1234,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +790,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1379,7 +893,7 @@ }, "statusCounts": { "partial": 2, - "usable": 3 + "usable": 1 }, "gaps": [ { @@ -1390,11 +904,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1439,11 +951,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1460,8 +970,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/106080.json b/landing/lenses/106080.json index d4de48f76c2ec80f54bb4d851b5e6c3a1f11bc24..59d9eb313b4e00712eeeeeb628da28c6da9f6915 100644 --- a/landing/lenses/106080.json +++ b/landing/lenses/106080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "유동성 축이 84점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 177.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 177.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-16", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-16", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-16", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/106190.json b/landing/lenses/106190.json index 7252faf738d0033b64b1f08e7a4298ab4afab004..60c6c1c4dab58452d6c0225010b7906dd8fae53b 100644 --- a/landing/lenses/106190.json +++ b/landing/lenses/106190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -924,7 +924,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/106240.json b/landing/lenses/106240.json index b7c3cc19627a3f6841976884dd8bcaf159631b73..7e4342dad12e866c94ce59b253804b3e7b7c1987 100644 --- a/landing/lenses/106240.json +++ b/landing/lenses/106240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 14.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 11.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1347,7 +1347,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/106520.json b/landing/lenses/106520.json index 71dd866e8636e0e3835b5b4d7c7bb2bf538dd003..b994ada8e5afb1f8541611456cc123b209aba957 100644 --- a/landing/lenses/106520.json +++ b/landing/lenses/106520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-30", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-30", "period": null, "status": "derived", @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-30", "period": null, "status": "observed", @@ -1119,10 +1119,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1138,10 +1138,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/107590.json b/landing/lenses/107590.json index cb5574e69851c8530b7a7ba4121eabfa516d6734..5ca597614ca89cb41c75ddbe9bafe1405b9a134f 100644 --- a/landing/lenses/107590.json +++ b/landing/lenses/107590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,10 +1120,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1138,10 +1138,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1490,7 +1490,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1512,7 +1512,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1530,8 +1530,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/107600.json b/landing/lenses/107600.json index 0d7646ee5e20a96154121d65cfe97433ad934b14..42e25c83d39308d59a1b3d307928ce5e102241a9 100644 --- a/landing/lenses/107600.json +++ b/landing/lenses/107600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,13 +310,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -378,7 +378,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -397,7 +397,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -416,7 +416,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -435,7 +435,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -581,7 +581,7 @@ "divergenceExplanation": [ "현금흐름 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -596,14 +596,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -723,10 +723,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -742,8 +742,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -755,8 +755,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -773,10 +773,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -786,7 +786,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -863,10 +863,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -882,10 +882,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -905,7 +905,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -913,7 +913,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/107640.json b/landing/lenses/107640.json index 32b0e054b0ad06ed0fe1d60ff658f4c8342bb0b3..04aa8c311edc7fd410f6f53ef6bb52711dba7ab9 100644 --- a/landing/lenses/107640.json +++ b/landing/lenses/107640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -324,13 +324,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -392,7 +392,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -411,7 +411,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -430,7 +430,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -449,7 +449,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.22%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -630,14 +630,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -757,10 +757,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -790,7 +790,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -803,7 +803,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -823,8 +823,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -845,8 +845,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -856,7 +856,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -881,7 +881,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -956,10 +956,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -983,10 +983,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -997,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1005,7 +1005,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1021,7 +1021,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108230.json b/landing/lenses/108230.json index e04c5a24f11c8f96f4975e7e622d177db908afd7..4e3d2263687064dc6cdf200b7dc7fd01d98e4e44 100644 --- a/landing/lenses/108230.json +++ b/landing/lenses/108230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108320.json b/landing/lenses/108320.json index 213477bdd30ae2735ec1f85133c246103b9b381a..881902c56adda0bc935ad42abc86e10e98c06a16 100644 --- a/landing/lenses/108320.json +++ b/landing/lenses/108320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108380.json b/landing/lenses/108380.json index 30370268e4bf9f1d49400605eb49e8a6ec8bf484..6572dc953e2a44cfb81de620f910142de61ed43a 100644 --- a/landing/lenses/108380.json +++ b/landing/lenses/108380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108490.json b/landing/lenses/108490.json index d6d0106a126e68f54a01431501eeb1f1a1a52527..65e4de0efc4c48de735ff0af27bafa86b7047cc6 100644 --- a/landing/lenses/108490.json +++ b/landing/lenses/108490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108670.json b/landing/lenses/108670.json index 272a9ee7882433e0ab64bb1e50aec531b83aac2f..c5660eec68fee82247fc10341667345ac80276b0 100644 --- a/landing/lenses/108670.json +++ b/landing/lenses/108670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4412fa6f1bba", - "target": "108670", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/108860.json b/landing/lenses/108860.json index d02d3c27da537f6d07ce10486ee04183a7c10488..acf335d729b5e3a68e8eaa4d9c74e30a4418a707 100644 --- a/landing/lenses/108860.json +++ b/landing/lenses/108860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 27.23, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 29.48, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 27.23, + "score": 29.48, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 27.46, + "score": 29.71, "assumptions": { "scenarioStress": "moderate" } @@ -912,6 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109070.json b/landing/lenses/109070.json index 0454225ae7b566b6606eae5949a059305d6351e5..52c682811fa31c147f86a8fad1efae8240293f4f 100644 --- a/landing/lenses/109070.json +++ b/landing/lenses/109070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-28", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,7 +1129,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-28", "period": "2025", "status": "derived", @@ -1151,7 +1151,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-28", "period": "2025", "status": "observed", @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109080.json b/landing/lenses/109080.json index 8de11f912ee73af529630d0b7fe39f63fbb8459a..8294a9a5c97391ee664adb2fefef15e1d329d484 100644 --- a/landing/lenses/109080.json +++ b/landing/lenses/109080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-AA-", - "summary": "dCR 위험점수 9.14, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 8.14, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA-", - "score": 9.14, + "score": 8.14, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA-", - "score": 9.57, + "score": 8.57, "assumptions": { "scenarioStress": "moderate" } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1069,8 +1069,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,10 +1100,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109610.json b/landing/lenses/109610.json index fdb4e46b04f70b34fb6a331e3657bf0d0cb64511..1002f69da4922fa3ecb55bdf088d89b95f13ac62 100644 --- a/landing/lenses/109610.json +++ b/landing/lenses/109610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 11.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 10.92%). 최근 주가 하락이 반영된 결과", "D/EBITDA 22.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d43f8a75b84a", + "target": "109610", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/109670.json b/landing/lenses/109670.json index 7c6671e220d9020e217f61ccdb8e562f0e0bf1af..afe342715617a56dd66b9e76732e141add1a0eab 100644 --- a/landing/lenses/109670.json +++ b/landing/lenses/109670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -959,10 +959,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -992,7 +992,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1058,7 +1058,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1083,7 +1083,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1139,10 +1139,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1158,10 +1158,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1376,7 +1376,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1398,7 +1398,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1416,15 +1416,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/109740.json b/landing/lenses/109740.json index 8f0487f97b35070b917af8ae312bab798fc72646..b10919e0bdaba71967a8748eec11d52d667711a0 100644 --- a/landing/lenses/109740.json +++ b/landing/lenses/109740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109820.json b/landing/lenses/109820.json index 7ac9a1f5ab388be1f28eb2b94e7363fbdd504a50..9a862ef90b1f8a8daf8d48fbeb40db3fbc298964 100644 --- a/landing/lenses/109820.json +++ b/landing/lenses/109820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1007,7 +1007,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109860.json b/landing/lenses/109860.json index 76a8bcd703e37c3514d282e789a908909f3dcceb..a10f4b6405f7d3af2f3ecadc5cc6bb7b78016ebe 100644 --- a/landing/lenses/109860.json +++ b/landing/lenses/109860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109960.json b/landing/lenses/109960.json index a8807cece582e8cd9881abee8b6804ad27959b4f..454c1de1f75609465366ac975e05e1365bfb5b3f 100644 --- a/landing/lenses/109960.json +++ b/landing/lenses/109960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/110020.json b/landing/lenses/110020.json index df054ac3ef223f205056614e595a01e0a52b2ba6..a68e7e56d15087b0b35580808197c1641d15733c 100644 --- a/landing/lenses/110020.json +++ b/landing/lenses/110020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1140,10 +1140,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1158,10 +1158,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/110790.json b/landing/lenses/110790.json index 05791b8661a8f4b47c23425ecf345be729473a0e..a9547d53fb1b61672070e42d4af27f8bd1d8924f 100644 --- a/landing/lenses/110790.json +++ b/landing/lenses/110790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1039,15 +1039,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,17 +1118,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1197,7 +1197,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1206,7 +1206,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1441,12 +1441,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9beb7980d679", + "target": "110790", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/110990.json b/landing/lenses/110990.json index 073a3adef5a8506e1bab2d5c75e02906a258903f..c457d9d8c9d2de763a0a88f4827243faed1fb197 100644 --- a/landing/lenses/110990.json +++ b/landing/lenses/110990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -592,310 +592,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "110990", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-06" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 5.52, 전망 부정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 25, - "contribution": 0.0, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 0.0, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 39.56, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 3.96, - "sourceRef": "axes.사업안정성" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 30.0, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 4.5, - "sourceRef": "axes.유동성" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/110990/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 우수하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/110990/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 매우 우수하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/110990/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 주의가 필요한 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/110990/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/110990/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 0.00, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/110990/axes/자본구조", - "status": "derived", - "detail": "위험점수 0.91, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/110990/axes/유동성", - "status": "derived", - "detail": "위험점수 30.00, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/110990/axes/현금흐름", - "status": "derived", - "detail": "위험점수 0.00, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/110990/axes/사업안정성", - "status": "derived", - "detail": "위험점수 39.56, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/110990/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-AA", - "score": 5.52, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 5.54, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.사업안정성" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 0.51, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2025", - "score": 0.17, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2024", - "score": 0.18, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2023", - "score": 0.55, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2022", - "score": 12.09, - "grade": "A+", - "pdEstimate": 0.04 - }, - { - "period": "2021", - "score": 39.93, - "grade": "BB", - "pdEstimate": 1.5 - }, - { - "period": "2020", - "score": 23.51, - "grade": "BBB", - "pdEstimate": 0.25 - }, - { - "period": "2019", - "score": 9.21, - "grade": "AA-", - "pdEstimate": 0.03 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-1", - "pdEstimate": 0.02, - "notchAdjustment": null, - "divergenceExplanation": [ - "사업안정성 축이 40점으로 등급 하방 압력", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -906,14 +602,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1023,186 +719,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "110990", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." - }, - "confidence": { - "level": "high", - "score": 100.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": 0.553, - "direction": "positive", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": 0.03, - "direction": "neutral", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": -0.5, - "direction": "negative", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.553 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "underReaction" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.5 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "underReaction" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1213,10 +729,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1232,10 +748,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1358,7 +874,7 @@ }, "statusCounts": { "partial": 2, - "usable": 3 + "usable": 1 }, "gaps": [ { @@ -1369,11 +885,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1418,11 +932,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1435,88 +947,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:cc922dac129b", - "target": "110990", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.553 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/111110.json b/landing/lenses/111110.json index 2dd4f166d7454ce1d7c546901c4d0f8088b07c64..850e780303ad65653a16c1e79f06a75fb156c1fe 100644 --- a/landing/lenses/111110.json +++ b/landing/lenses/111110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111380.json b/landing/lenses/111380.json index 2193084e657ee5687cab0c806333f04c1f63ad8a..33e5f27a107166509092724453def30526b3012a 100644 --- a/landing/lenses/111380.json +++ b/landing/lenses/111380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,7 +812,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1134,10 +1134,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1153,10 +1153,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111710.json b/landing/lenses/111710.json index 08447b30e7109a9a25cda61ab9b9aaabe6e0275f..9be4517870fe4d1ff5d393ff4bad11bc5b873163 100644 --- a/landing/lenses/111710.json +++ b/landing/lenses/111710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1080,10 +1080,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111770.json b/landing/lenses/111770.json index 15a1ea2c4d9ba583dd4fc3bb8f2ecd5cee3a4136..4bdba909218fd3ab91f50343f068242bbfd96f52 100644 --- a/landing/lenses/111770.json +++ b/landing/lenses/111770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111820.json b/landing/lenses/111820.json index 592383b3625f8160e97a7d881bb37ddc5e88c389..bba7e69a2b2cfcfc94813b2856b50ef80a5500f5 100644 --- a/landing/lenses/111820.json +++ b/landing/lenses/111820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111870.json b/landing/lenses/111870.json index 61d366d41512f2d3e78368f56f0fde5bb8d98c7b..19462ceeefd3cdbe83306c72042c47f46e7c5fed 100644 --- a/landing/lenses/111870.json +++ b/landing/lenses/111870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-13", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-13", "period": "2025", "status": "derived", @@ -1142,7 +1142,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-13", "period": "2025", "status": "observed", @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1352,7 +1352,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112040.json b/landing/lenses/112040.json index 744fdcefa5209cab2d141717612f49e358d09830..bfcc62d144560b98be7510dec7eff3c6f8251fe8 100644 --- a/landing/lenses/112040.json +++ b/landing/lenses/112040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112190.json b/landing/lenses/112190.json index 16ece9da3b7c28f3e573c727e776c0ec0dd641e6..4274ddf13e9cbe1bdd7d8c77a5f19e14fba05394 100644 --- a/landing/lenses/112190.json +++ b/landing/lenses/112190.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/112240.json b/landing/lenses/112240.json index c5877d04a63faa2315eeb6031ccaa83d2070f837..640b203fe4e4b5f5ed592a2bf15d725b4890f692 100644 --- a/landing/lenses/112240.json +++ b/landing/lenses/112240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1040,7 +1040,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,10 +1177,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112290.json b/landing/lenses/112290.json index c3d6c74972866fe783f80a2a2c0da1b2466427be..80f204a6dd15939593ca8cc80d6b9f2f1a946045 100644 --- a/landing/lenses/112290.json +++ b/landing/lenses/112290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 15.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 16.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112610.json b/landing/lenses/112610.json index bbd61e21d24c37fd9321cce0d1a75f2806867326..44448a0aaf8bc5e5253cf67f81b216605fb265bc 100644 --- a/landing/lenses/112610.json +++ b/landing/lenses/112610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/113810.json b/landing/lenses/113810.json index 0d99fc95bfbdf81fddab60bd7d27e826d5eeab1a..122c5c86dd2e6cd59c8eccb8c40b7f81ec3ec116 100644 --- a/landing/lenses/113810.json +++ b/landing/lenses/113810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114090.json b/landing/lenses/114090.json index e3d7930a7c3eb8585063fc8dc5704f4d6f12bb4b..1c9efba778cfd9d4a8cf62bd6fee05bac1c5f1fc 100644 --- a/landing/lenses/114090.json +++ b/landing/lenses/114090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e262f3c8e375", + "target": "114090", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.445 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/114190.json b/landing/lenses/114190.json index 06a0895a63fa96037b6f894196e447a1091a757c..6b9911168d12eec4e3ddd68301f01c087f22aa43 100644 --- a/landing/lenses/114190.json +++ b/landing/lenses/114190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 7.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 7.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114450.json b/landing/lenses/114450.json index a77627f1c1f8e90cc425c9c8c9e2fd889d67e2d1..efff535a0ae0e2b7afd690167b1df40f6e773899 100644 --- a/landing/lenses/114450.json +++ b/landing/lenses/114450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114630.json b/landing/lenses/114630.json index 43949393a1b4dfcd07f8667d1278394d7d02bf9b..292366876c59c807bc5d52f64ae5821d82b60a76 100644 --- a/landing/lenses/114630.json +++ b/landing/lenses/114630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114810.json b/landing/lenses/114810.json index 62a4054c506960dbcd0d7f09ec6ee57ee33a3cea..51eb1158cbd5b6b19685a6ac1e23478127ba2fef 100644 --- a/landing/lenses/114810.json +++ b/landing/lenses/114810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,10 +1128,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114840.json b/landing/lenses/114840.json index dac0eb5d9b9364f32a425ead3c22c4cce5083937..38c460626426425b08664c7f9bb5a847b2696b74 100644 --- a/landing/lenses/114840.json +++ b/landing/lenses/114840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1076,8 +1076,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115160.json b/landing/lenses/115160.json index f9a15c596aa8e223eab851938f01d60e08f886c1..47b0cbc8365ebe290968cc1fef271c979c898215 100644 --- a/landing/lenses/115160.json +++ b/landing/lenses/115160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.23%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115180.json b/landing/lenses/115180.json index 2913bace0a624f76856e5e5776b3351a2f184c03..33b649e46bb3274ea339473ed02f795731440864 100644 --- a/landing/lenses/115180.json +++ b/landing/lenses/115180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115310.json b/landing/lenses/115310.json index 89c2cb866db3c3696c9c0aaf8c51dcc68e90df5f..f1bed317a4cef4b3612a76e4c051784d0bad19b7 100644 --- a/landing/lenses/115310.json +++ b/landing/lenses/115310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115440.json b/landing/lenses/115440.json index 2fa87d333ea7a70e349c07157620ecbd4e1ee523..68c466425e177007b0374316cc8bc736c17eb8e8 100644 --- a/landing/lenses/115440.json +++ b/landing/lenses/115440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115450.json b/landing/lenses/115450.json index c25601dbaa9eff74a9b0d206985762d9769af311..fbfa2e8bccf23d16c4bfade705e7449b4c42bd5a 100644 --- a/landing/lenses/115450.json +++ b/landing/lenses/115450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -976,19 +976,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1009,8 +1009,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,17 +1055,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1134,7 +1134,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1143,7 +1143,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1175,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,10 +1202,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1220,10 +1220,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1590,12 +1590,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f678cfa44605", + "target": "115450", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.477 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/115480.json b/landing/lenses/115480.json index 86317860f0ffdb2aacd2a3c3a1fae52bd3a7c076..b374e6a6abd13c4be1a9c5de9bbdae018425307a 100644 --- a/landing/lenses/115480.json +++ b/landing/lenses/115480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -612,310 +612,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "115480", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-06" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 17.52, 전망 긍정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 0.0, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 39.83, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 3.98, - "sourceRef": "axes.사업안정성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 28.65, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 7.16, - "sourceRef": "axes.채무상환능력" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 양호하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/115480/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 우수하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/115480/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 건강관리 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/115480/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 매우 충분하다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/115480/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/115480/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 28.65, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/115480/axes/자본구조", - "status": "derived", - "detail": "위험점수 17.10, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/115480/axes/유동성", - "status": "derived", - "detail": "위험점수 2.11, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/115480/axes/현금흐름", - "status": "derived", - "detail": "위험점수 0.00, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/115480/axes/사업안정성", - "status": "derived", - "detail": "위험점수 39.83, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/115480/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-A-", - "score": 17.52, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 18.36, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.사업안정성" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 15.39, - "grade": "A", - "pdEstimate": 0.06 - }, - { - "period": "2025", - "score": 23.36, - "grade": "BBB", - "pdEstimate": 0.25 - }, - { - "period": "2024", - "score": 27.73, - "grade": "BBB-", - "pdEstimate": 0.4 - }, - { - "period": "2023", - "score": 30.73, - "grade": "BBB-", - "pdEstimate": 0.4 - }, - { - "period": "2022", - "score": 15.89, - "grade": "A", - "pdEstimate": 0.06 - }, - { - "period": "2021", - "score": 31.22, - "grade": "BBB-", - "pdEstimate": 0.4 - }, - { - "period": "2020", - "score": 33.17, - "grade": "BB+", - "pdEstimate": 0.75 - }, - { - "period": "2019", - "score": 54.53, - "grade": "B+", - "pdEstimate": 4.0 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-1", - "pdEstimate": 0.08, - "notchAdjustment": null, - "divergenceExplanation": [ - "사업안정성 축이 40점으로 등급 하방 압력", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -926,14 +622,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1043,186 +739,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "115480", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." - }, - "confidence": { - "level": "high", - "score": 100.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": 0.438, - "direction": "positive", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": 0.335, - "direction": "positive", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.25, - "direction": "positive", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.438 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "confirmation" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.25 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "confirmation" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1233,10 +749,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +768,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +791,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,7 +894,7 @@ }, "statusCounts": { "partial": 2, - "usable": 3 + "usable": 1 }, "gaps": [ { @@ -1389,11 +905,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1438,11 +952,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1459,8 +971,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/115500.json b/landing/lenses/115500.json index cbd0a0650a4d6a57bcc743e2aedecbfd884ef6d8..b30f0f36f67b37b6c4dd96ebc91ce057fc133eb6 100644 --- a/landing/lenses/115500.json +++ b/landing/lenses/115500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115530.json b/landing/lenses/115530.json index 6e6933ab5c546cf62dd48255e5cef7849e64dbe7..073a02acfcd93b29d23f1821c6bea521c06092b2 100644 --- a/landing/lenses/115530.json +++ b/landing/lenses/115530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.4점 하향 (PD 18.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.4점 하향 (PD 23.04%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115570.json b/landing/lenses/115570.json index 76f71a0df3b5749afb75f0a8fc6714f17ac306f0..96c397af439913a1bcfd9fe54cfd5f144174cf69 100644 --- a/landing/lenses/115570.json +++ b/landing/lenses/115570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115610.json b/landing/lenses/115610.json index 31f89b61f795c45557417c077989789e11cf6cfd..314480d2612da9745cbb6696b16d6457ee6347b7 100644 --- a/landing/lenses/115610.json +++ b/landing/lenses/115610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1011,8 +1011,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1119,10 +1119,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1138,10 +1138,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,10 +1165,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/117580.json b/landing/lenses/117580.json index 98edba88dc6b1e1c5c0a9a31fa752077d91553da..bd33782c730e643a2550e4382fa768e158d6faf5 100644 --- a/landing/lenses/117580.json +++ b/landing/lenses/117580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 15.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 14.51, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 15.66, + "score": 14.51, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 16.58, + "score": 15.29, "assumptions": { "scenarioStress": "moderate" } @@ -917,7 +917,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 4.78%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/117670.json b/landing/lenses/117670.json index 7497e9efbdc1417fbeef60ca5dc330f728dd37f2..07978b749e2b0dbd02cd5014c55d22107ff9f0ec 100644 --- a/landing/lenses/117670.json +++ b/landing/lenses/117670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -866,14 +866,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -993,19 +993,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1019,8 +1019,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,17 +1064,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1141,7 +1141,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1150,7 +1150,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/117730.json b/landing/lenses/117730.json index ad1cc99fc2302f1493292c73466af8d1d91d48b6..16553fd719c81b7191b293372a5c7f281974ab88 100644 --- a/landing/lenses/117730.json +++ b/landing/lenses/117730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,14 +835,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -962,10 +962,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1008,7 +1008,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1028,8 +1028,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/118000.json b/landing/lenses/118000.json index d3990282a59f895c618ed88544e5d05474984565..b034a36ef6a9511e588bbd8f3a1a3cd588d8ff51 100644 --- a/landing/lenses/118000.json +++ b/landing/lenses/118000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.64%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/118990.json b/landing/lenses/118990.json index 1b49d90f6b16ba161efc2e7b6f9ed538897dbb7b..6e7404ed14036f4045e0221f844ec0bf0c5eac58 100644 --- a/landing/lenses/118990.json +++ b/landing/lenses/118990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1075,7 +1075,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1593,7 +1593,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1615,7 +1615,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1633,15 +1633,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/119500.json b/landing/lenses/119500.json index f1e607bfe9b703067e57e19d7e0136750cf96b48..31ee0653e401dbddc48df347f83ce3af57219a91 100644 --- a/landing/lenses/119500.json +++ b/landing/lenses/119500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119610.json b/landing/lenses/119610.json index b0a099a4abf38c583d1257bf62c378d2d0f5f174..96ee16ef7438e1b24c3e27899981907926fc28b2 100644 --- a/landing/lenses/119610.json +++ b/landing/lenses/119610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 4.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 4.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,8 +1459,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/119650.json b/landing/lenses/119650.json index 711cc5f4ae664e46613d2a917ecd17fd70bc2913..a31e2004ffc3de2f3a995660a5907a1eb54581da 100644 --- a/landing/lenses/119650.json +++ b/landing/lenses/119650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119830.json b/landing/lenses/119830.json index 21de953bf4ad1c360222d4af1ed3cfc5cf254357..7ac2fd02f6b12b7434977696d50c64faa107b150 100644 --- a/landing/lenses/119830.json +++ b/landing/lenses/119830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119850.json b/landing/lenses/119850.json index faff904f9f8f501dac678cc4e455aef91e52038f..be53fe034b950fc70e660a8e6d2299dd4afad69d 100644 --- a/landing/lenses/119850.json +++ b/landing/lenses/119850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/120030.json b/landing/lenses/120030.json index 7a449fe74709a3e03aab0493776d0a6d70e79194..b57c9670aed5a9ad9965f49809c07fdf82e20db4 100644 --- a/landing/lenses/120030.json +++ b/landing/lenses/120030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/120110.json b/landing/lenses/120110.json index 6c19fbc90d4a81caeb225cf19d4f98e93c94a139..4b144b6db2a6461c46bbc1da5672269d9a17fc89 100644 --- a/landing/lenses/120110.json +++ b/landing/lenses/120110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,12 +1463,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:15235b1b53aa", + "target": "120110", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.804 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/120240.json b/landing/lenses/120240.json index 18daf8446ec6845bd51e801bcdca35a21abe894f..022fdbb780be3e288509e15d10d6955fdf9f88df 100644 --- a/landing/lenses/120240.json +++ b/landing/lenses/120240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121440.json b/landing/lenses/121440.json index 11ef89124a9c23f311c46ab5ae2ae0ba2dca4eb6..88f04e1b0860ceedd9fd07fcf55c1ef004dc9e83 100644 --- a/landing/lenses/121440.json +++ b/landing/lenses/121440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,12 +1462,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3433079352b4", + "target": "121440", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.736 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/121600.json b/landing/lenses/121600.json index 38e622deefba3464b39055f20360eb836f52a225..65dfe945f975016d0d89fa9ed95d8defc0df8b68 100644 --- a/landing/lenses/121600.json +++ b/landing/lenses/121600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121800.json b/landing/lenses/121800.json index ddab48370da1366d4dcd8ccfa9f79115519d035a..d6ca5bc13339edf3292eab647c6606e7c12f63c1 100644 --- a/landing/lenses/121800.json +++ b/landing/lenses/121800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121850.json b/landing/lenses/121850.json index 3eb7094cdba7072310b631cd38c7eb2e28d6e596..8adc2c21f94341268f08e130f6084986b61f7757 100644 --- a/landing/lenses/121850.json +++ b/landing/lenses/121850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -546,18 +546,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-B", - "summary": "dCR 위험점수 59.95, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B-", + "summary": "dCR 위험점수 64.65, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -588,22 +588,22 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 85.0, + "value": 87.5, "unit": "riskScore", "direction": "negative", - "weight": 15, - "contribution": 12.75, + "weight": 20, + "contribution": 17.5, "sourceRef": "axes.자본구조" }, { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 65.0, + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 65.57, "unit": "riskScore", "direction": "negative", - "weight": 15, - "contribution": 9.75, - "sourceRef": "axes.현금흐름" + "weight": 25, + "contribution": 16.39, + "sourceRef": "axes.채무상환능력" } ], "claims": [ @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,12 +647,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 소재 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -690,14 +690,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/121850/axes/채무상환능력", "status": "derived", - "detail": "위험점수 45.27, 가중치 30%" + "detail": "위험점수 65.57, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/121850/axes/자본구조", "status": "derived", - "detail": "위험점수 85.00, 가중치 15%" + "detail": "위험점수 87.50, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -741,15 +741,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B", - "score": 59.95, + "grade": "dCR-B-", + "score": 64.65, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B", - "score": 60.24, + "grade": "dCR-B-", + "score": 64.93, "assumptions": { "scenarioStress": "moderate" } @@ -777,49 +777,49 @@ "gradeHistory": [ { "period": "2026", - "score": 73.46, - "grade": "CCC", - "pdEstimate": 15.0 + "score": 69.41, + "grade": "B-", + "pdEstimate": 10.0 }, { "period": "2025", - "score": 66.96, - "grade": "B-", - "pdEstimate": 10.0 + "score": 70.03, + "grade": "CCC", + "pdEstimate": 15.0 }, { "period": "2024", - "score": 52.4, + "score": 54.54, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2023", - "score": 50.96, + "score": 48.15, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2022", - "score": 44.07, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 41.69, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2021", - "score": 77.72, + "score": 75.94, "grade": "CCC", "pdEstimate": 15.0 }, { "period": "2020", - "score": 36.99, + "score": 33.92, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2019", - "score": 51.07, + "score": 48.22, "grade": "B+", "pdEstimate": 4.0 } @@ -832,12 +832,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 7.0, + "pdEstimate": 10.0, "notchAdjustment": null, "divergenceExplanation": [ - "자본구조 축이 85점으로 등급 하방 압력", + "자본구조 축이 88점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 360.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 991.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,10 +1196,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1214,10 +1214,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121890.json b/landing/lenses/121890.json index 6d3569823112118779a4da4ae6afa1de0a0405b1..913ac736aab0cc2a3454326ed6feb6e44b8d4e89 100644 --- a/landing/lenses/121890.json +++ b/landing/lenses/121890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122310.json b/landing/lenses/122310.json index c59598d61c350058b4099f3ac15b7ecc83b31184..f002d09e53f1c357efffa1d066b7826520d81015 100644 --- a/landing/lenses/122310.json +++ b/landing/lenses/122310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1039,15 +1039,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,17 +1118,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1197,7 +1197,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1206,7 +1206,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1441,12 +1441,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:56af0cb7083f", + "target": "122310", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/122350.json b/landing/lenses/122350.json index a0b2e61b91bf64d24ede5e19a99cb612935feb4b..f61429523c51b5b01759bd6e595de823ccf9cfd7 100644 --- a/landing/lenses/122350.json +++ b/landing/lenses/122350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -612,318 +612,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "122350", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-06" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 43.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 26.15, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 3.92, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 49.3, - "unit": "riskScore", - "direction": "negative", - "weight": 30, - "contribution": 14.79, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 42.46, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 6.37, - "sourceRef": "axes.유동성" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 레버리지 부담이 있다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/122350/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 보통 수준이다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/122350/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 경기관련소비재 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/122350/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 주의가 필요한 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/122350/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/122350/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 49.30, 가중치 30%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/122350/axes/자본구조", - "status": "derived", - "detail": "위험점수 26.15, 가중치 15%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/122350/axes/유동성", - "status": "derived", - "detail": "위험점수 42.46, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/122350/axes/현금흐름", - "status": "derived", - "detail": "위험점수 38.70, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/122350/axes/사업안정성", - "status": "derived", - "detail": "위험점수 31.53, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/122350/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-BB", - "score": 43.58, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 44.05, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 47.79, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2025", - "score": 58.51, - "grade": "B", - "pdEstimate": 7.0 - }, - { - "period": "2024", - "score": 53.6, - "grade": "B+", - "pdEstimate": 4.0 - }, - { - "period": "2023", - "score": 53.85, - "grade": "B+", - "pdEstimate": 4.0 - }, - { - "period": "2022", - "score": 47.5, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2021", - "score": 53.61, - "grade": "B+", - "pdEstimate": 4.0 - }, - { - "period": "2020", - "score": 56.42, - "grade": "B", - "pdEstimate": 7.0 - }, - { - "period": "2019", - "score": 53.71, - "grade": "B+", - "pdEstimate": 4.0 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 1.5, - "notchAdjustment": { - "totalNotch": 1, - "reasons": [ - "CAPEX집약 OCF양수 (투자 사이클)" - ] - }, - "divergenceExplanation": [ - "채무상환능력 축이 49점으로 등급 하방 압력", - "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "D/EBITDA 21.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", - "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -934,14 +622,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,186 +739,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "122350", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." - }, - "confidence": { - "level": "high", - "score": 100.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": -0.85, - "direction": "negative", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": -0.555, - "direction": "negative", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.5, - "direction": "positive", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.85 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "overOptimism" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.5 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "overOptimism" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1241,10 +749,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1260,10 +768,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +791,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1386,7 +894,7 @@ }, "statusCounts": { "partial": 2, - "usable": 3 + "usable": 1 }, "gaps": [ { @@ -1397,11 +905,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1446,11 +952,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1463,88 +967,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:743bf3cfe478", - "target": "122350", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/122450.json b/landing/lenses/122450.json index b426dd6cf444acc364f14dcdb5c23a7e87fd0464..88ef388ca6fd7033a358306cd01ab2e6f70f7712 100644 --- a/landing/lenses/122450.json +++ b/landing/lenses/122450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122640.json b/landing/lenses/122640.json index 516d5b15b2e18dfcafe8154e34746644fad970e4..08d0996a959ac17104284d5b15c3dd58f744547e 100644 --- a/landing/lenses/122640.json +++ b/landing/lenses/122640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122690.json b/landing/lenses/122690.json index d1a938b55d90974a59085356a33c699a54cb23e7..a7fde79743ed793934899f7b6cde43443e53f76b 100644 --- a/landing/lenses/122690.json +++ b/landing/lenses/122690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "현금흐름 축이 58점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 12.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 13.36%). 최근 주가 하락이 반영된 결과", "D/EBITDA 34.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122830.json b/landing/lenses/122830.json index 786fcda4e06b04f92da95974326fdece1c8e8291..7e5b3f0455499a9ec6549ab89d99864d5a2e73c4 100644 --- a/landing/lenses/122830.json +++ b/landing/lenses/122830.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/122870.json b/landing/lenses/122870.json index e39a62f1be196ba54ead23e33594cffa32846b10..7d646bb8541766bb6258ac7845d33792f8f2dcb9 100644 --- a/landing/lenses/122870.json +++ b/landing/lenses/122870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122900.json b/landing/lenses/122900.json index 9923e5c0ba4ac352fd3577fbe775328a8d0a514a..4c981f0dad7d9acfe4130a64d4c5969cf6aa71b4 100644 --- a/landing/lenses/122900.json +++ b/landing/lenses/122900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1514,7 +1514,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1536,7 +1536,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1554,8 +1554,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/122990.json b/landing/lenses/122990.json index e8773e7db616e3e9e511f171df3fb705d71e8664..9772833a933985e2d020182418ee7a5ba00ff934 100644 --- a/landing/lenses/122990.json +++ b/landing/lenses/122990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/123010.json b/landing/lenses/123010.json index fdac26cb95df00b976df494f17f36fa1115c95f8..b846f9ca648c31683eacaa0490a71bcf61c4dad3 100644 --- a/landing/lenses/123010.json +++ b/landing/lenses/123010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -548,18 +548,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 30.92, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 28.96, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,14 +744,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 30.92, + "score": 28.96, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 31.43, + "score": 29.56, "assumptions": { "scenarioStress": "moderate" } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,10 +1207,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123040.json b/landing/lenses/123040.json index 0da69e3b95fe3f44a7f5cd2239303d18849f36e9..788aab437bcfe17e6aa7ce638ff79654d964e1b8 100644 --- a/landing/lenses/123040.json +++ b/landing/lenses/123040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "자본구조 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.57%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123330.json b/landing/lenses/123330.json index 8ceab1b368c2fff1854c2a3360314abe812bcb81..a4a0e9ce2a6e8b22bd3f43a0f88a6bb7eb13f5a4 100644 --- a/landing/lenses/123330.json +++ b/landing/lenses/123330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:366e73adb032", + "target": "123330", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/123410.json b/landing/lenses/123410.json index 521d9661e35664c0caee32ee9b1cb747f2a31dc7..944ab3709c9531ae6158f9c992ea598f8d693722 100644 --- a/landing/lenses/123410.json +++ b/landing/lenses/123410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123420.json b/landing/lenses/123420.json index cc23eeb6e2a40822b68c414fc868c92ce81a5598..e61d22cb2c3d45160ffb6b7a50e48288a598dc3e 100644 --- a/landing/lenses/123420.json +++ b/landing/lenses/123420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123570.json b/landing/lenses/123570.json index e2e20d963b6105a75a400ff2e0dd7cf0cf05911d..1d4b8022674ac72ea563c74937218177ed9327c1 100644 --- a/landing/lenses/123570.json +++ b/landing/lenses/123570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123690.json b/landing/lenses/123690.json index 8a6c23c4c020f35046c2c9816f1f81c82d7c0a79..dffd5db66d1edd490f2dd5262b7732240881f8b3 100644 --- a/landing/lenses/123690.json +++ b/landing/lenses/123690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123700.json b/landing/lenses/123700.json index c1f07bb1946b84c6d93b72db4ebfee226bb297ed..668d920d2591ec8cff4dbfc2cc18090542dc657c 100644 --- a/landing/lenses/123700.json +++ b/landing/lenses/123700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123750.json b/landing/lenses/123750.json index abe4356a2a318564222b2d7fd96135688331cd10..978c3c9ebf6c1d837402d70d83770dae8d184a8e 100644 --- a/landing/lenses/123750.json +++ b/landing/lenses/123750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123840.json b/landing/lenses/123840.json index 672cfdf724334bfe0d742b0532a0aa25618a77b0..422c6dc92fdc16ea4b42a0c3cc2d196ee2aff30f 100644 --- a/landing/lenses/123840.json +++ b/landing/lenses/123840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 470.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 465.95%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -981,19 +981,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1014,8 +1014,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,17 +1060,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1139,7 +1139,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1148,7 +1148,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,10 +1207,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123860.json b/landing/lenses/123860.json index cd0228dbad3bc20ccef918c440143585924b9ecc..4763839cd58a28e3433ae02cb7fccdcfeaed5c63 100644 --- a/landing/lenses/123860.json +++ b/landing/lenses/123860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,7 +925,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,10 +1253,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123890.json b/landing/lenses/123890.json index a8b6eefd186d6acc79238e86bbb43a4e1ec82428..e31a445c6524cc97ade3ece6577dcf472dc65c2e 100644 --- a/landing/lenses/123890.json +++ b/landing/lenses/123890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -717,19 +717,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -750,8 +750,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -796,17 +796,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -875,7 +875,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -884,7 +884,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1162,88 +1162,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0b6aa8dabf17", - "target": "123890", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.622 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/124500.json b/landing/lenses/124500.json index 79f481072fb5a7de82b1613879da7495040c8708..bc2520b7e425c1d8fa957e3627789df78e215cf7 100644 --- a/landing/lenses/124500.json +++ b/landing/lenses/124500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/124560.json b/landing/lenses/124560.json index 68f30281af5e391643296458a0beae1b8e7ba918..4e64e6da10fdefccf1544cea68c540f1c8c32001 100644 --- a/landing/lenses/124560.json +++ b/landing/lenses/124560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1024,19 +1024,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1057,8 +1057,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,17 +1103,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1182,7 +1182,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1191,7 +1191,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1524,88 +1524,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1d1a18f433ac", - "target": "124560", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.438 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/125020.json b/landing/lenses/125020.json index c86cb3d32aea68dd483b1e9e1764860133206c03..80d9e83938dd88632a3c135b01d47ec978997db5 100644 --- a/landing/lenses/125020.json +++ b/landing/lenses/125020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/125210.json b/landing/lenses/125210.json index 8d758a45395b78210e1e445db2d2338848b5c231..d980b6b4b2c30838ce2bce8177ad341e459e789c 100644 --- a/landing/lenses/125210.json +++ b/landing/lenses/125210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1444,7 +1444,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1466,7 +1466,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1484,8 +1484,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/125490.json b/landing/lenses/125490.json index 447c5a81f592012e7c1a80e5764d93666aab0b2a..d308f3863a03cefaa114b13faed8e3a60a6b2c98 100644 --- a/landing/lenses/125490.json +++ b/landing/lenses/125490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -498,146 +498,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "125490", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": null, - "knowledgeBoundary": "2026-09-06" - }, - "status": "partial", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "low", - "score": 34.7, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "price", - "label": "가격 반응", - "score": 0.5, - "direction": "positive", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": null, - "status": "derived", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": null, - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.5 - } - ], - "evidence": [ - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -648,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -667,10 +527,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +550,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +558,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -784,7 +644,7 @@ } }, "statusCounts": { - "partial": 3, + "partial": 2, "blocked": 1, "usable": 1 }, @@ -902,25 +762,9 @@ "engine": "industry" }, { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings", - "engine": "quant" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise", - "engine": "quant" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -938,7 +782,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/126340.json b/landing/lenses/126340.json index 863a8ca41a2872119b50c4b3eeacf4e3affee265..054740fe81a6046bcce5829d3e868622b08ad107 100644 --- a/landing/lenses/126340.json +++ b/landing/lenses/126340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,7 +860,7 @@ "divergenceExplanation": [ "현금흐름 축이 75점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 194.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 188.18%). 최근 주가 하락이 반영된 결과", "D/EBITDA 53.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1004,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1037,8 +1037,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,10 +1090,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1203,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,10 +1230,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126560.json b/landing/lenses/126560.json index fd40f457220e45e61b1e6445ea3aacb7729693af..77bc71f25ba9dcb62ce07addbba00a537e2a35d3 100644 --- a/landing/lenses/126560.json +++ b/landing/lenses/126560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126600.json b/landing/lenses/126600.json index dd81bde527638716585296845bbeb00f2e7bdb5f..ab2c1f7ca59d5454f77769413c6b1a3a671f0f4d 100644 --- a/landing/lenses/126600.json +++ b/landing/lenses/126600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126640.json b/landing/lenses/126640.json index 650ffa4933c771089173b19d26347c699a2f5097..b78cefcde4beff077d438f087e7dc4d221e2e39b 100644 --- a/landing/lenses/126640.json +++ b/landing/lenses/126640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,10 +1113,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126700.json b/landing/lenses/126700.json index d0193d39255a7541e507a25d26190a75a23c2ab9..3521e1546855273a3944374ff96acab5c26e1324 100644 --- a/landing/lenses/126700.json +++ b/landing/lenses/126700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8912c75fdcf7", - "target": "126700", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/126720.json b/landing/lenses/126720.json index 86a66f6e08b15e1a2bd4b7b3f8ea089ee68ef1de..2402192a6e0f796f0863751d45f7bbf5daa3fa58 100644 --- a/landing/lenses/126720.json +++ b/landing/lenses/126720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -967,15 +967,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,17 +1046,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1125,7 +1125,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1134,7 +1134,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,10 +1184,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1420,12 +1420,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f877c71f820b", + "target": "126720", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.665 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/126730.json b/landing/lenses/126730.json index a5a5fe591737287bed41434f509e30fb751da1b9..c718c9a2b38b3cc0316e9ca2fd2d4812f3e1f94a 100644 --- a/landing/lenses/126730.json +++ b/landing/lenses/126730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -574,14 +574,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -701,10 +701,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -734,7 +734,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -747,7 +747,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -767,8 +767,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -789,8 +789,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -800,7 +800,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -825,7 +825,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -881,10 +881,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -900,10 +900,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -923,7 +923,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -931,7 +931,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1131,7 +1131,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1153,7 +1153,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1171,15 +1171,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/126870.json b/landing/lenses/126870.json index f2c88a576a983ba675cdc8882cb537c520695ea9..cbb2aa5021de3f0c3bb2e486622b4551bb288edf 100644 --- a/landing/lenses/126870.json +++ b/landing/lenses/126870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126880.json b/landing/lenses/126880.json index 092fcf9222a63594af43632d59bdea18561f90e1..fe91a33de5aac003d4df0239b3f0da7f67475029 100644 --- a/landing/lenses/126880.json +++ b/landing/lenses/126880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/127120.json b/landing/lenses/127120.json index fae0f5a7521eab1a7254513ca4df8d79ac5d3bb8..6dfd195e119b64893c4f69e168cdcdf079a1483a 100644 --- a/landing/lenses/127120.json +++ b/landing/lenses/127120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/127710.json b/landing/lenses/127710.json index 7f2432ab7186c539416fb23279426bf16b00f59a..3c4805e7a4ba77350ec74a4d847d4f097d51486d 100644 --- a/landing/lenses/127710.json +++ b/landing/lenses/127710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/127980.json b/landing/lenses/127980.json index 70e09edaf61902f66bd540a92f5d56714e3ebc94..375121aab820c06e9f102e48693e4b87964efde8 100644 --- a/landing/lenses/127980.json +++ b/landing/lenses/127980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1002,7 +1002,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/128540.json b/landing/lenses/128540.json index a5c7c2c7a8ecfb90e93b267291781df074242bee..f0711354139f711457f0cb9d2798f299cbc50d47 100644 --- a/landing/lenses/128540.json +++ b/landing/lenses/128540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/128660.json b/landing/lenses/128660.json index 14c6e3d188d38284c24c8ed3ff8ab5a7ba034655..78bac57a4b674c5f4c628d559975c92542699795 100644 --- a/landing/lenses/128660.json +++ b/landing/lenses/128660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/128820.json b/landing/lenses/128820.json index 87d344463d0bbd8f4cf6e3088c948dc27fdbf3fd..c4e3ee26edd2da025eea15301d85d98b29eb6796 100644 --- a/landing/lenses/128820.json +++ b/landing/lenses/128820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1303,10 +1303,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1357,7 +1357,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1673,12 +1673,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:41fa873633f8", + "target": "128820", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.421 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/128940.json b/landing/lenses/128940.json index 424e738a5ba17beec328bfc385df7bc1c180b494..9025527bc70a48a2ad79b3988d2af375d3d53b27 100644 --- a/landing/lenses/128940.json +++ b/landing/lenses/128940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/129260.json b/landing/lenses/129260.json index 0ce4edab323ad2548c6e70ff73a25ea4da090915..c874c51f4383e3e28b4441fef773dde472369942 100644 --- a/landing/lenses/129260.json +++ b/landing/lenses/129260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/129890.json b/landing/lenses/129890.json index a3348f2e3374bec9ce4c50cd5fb87afd77f18e16..b59e90e92946ef029aa4eeec50ab16672504e7bb 100644 --- a/landing/lenses/129890.json +++ b/landing/lenses/129890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -793,7 +793,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -935,19 +935,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -961,8 +961,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -974,7 +974,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -994,8 +994,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1006,17 +1006,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1043,7 +1043,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1077,13 +1077,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1092,7 +1092,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1105,10 +1105,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1124,10 +1124,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1155,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/129920.json b/landing/lenses/129920.json index 041aacb83bcbdd62940c952fd459e608da82de5a..4e72850f9a9f2d41b15b3a271dac92c116a911dc 100644 --- a/landing/lenses/129920.json +++ b/landing/lenses/129920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -496,13 +496,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -564,7 +564,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,14 +778,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -905,10 +905,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -938,8 +938,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,10 +991,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1085,10 +1085,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1104,10 +1104,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/130500.json b/landing/lenses/130500.json index fae5a3d9d12ff7640d9f11f55e211105f0f678d4..6b716f01f61d89730d10786d64ea5dbec1399792 100644 --- a/landing/lenses/130500.json +++ b/landing/lenses/130500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/130580.json b/landing/lenses/130580.json index 5b23b3958db0c77ab8c6ad1b3e151cecaf0c64bc..e97223a6a5d7858e4a46cb86fb68b12f39cf760c 100644 --- a/landing/lenses/130580.json +++ b/landing/lenses/130580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b41a208a1ae9", - "target": "130580", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.388 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/130660.json b/landing/lenses/130660.json index a453283550073505d5c00b49d8167f566c6ece6b..d0a30896cf98960bbbcf6c0f966679b5253c40c8 100644 --- a/landing/lenses/130660.json +++ b/landing/lenses/130660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1518,7 +1518,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1540,7 +1540,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1558,15 +1558,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/130740.json b/landing/lenses/130740.json index 9628b705ce6014e03d519d15a373cbf0aa180d57..82a8c9fd021cab8e118479ab19ed50192db5798e 100644 --- a/landing/lenses/130740.json +++ b/landing/lenses/130740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1549,88 +1549,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:eaafe5eaf59b", - "target": "130740", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.722 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/131030.json b/landing/lenses/131030.json index 9cea970fc8ef151825e248d4114e49ee120ab05b..99ccf5ecc634579406f141ab30e293a4430b00fc 100644 --- a/landing/lenses/131030.json +++ b/landing/lenses/131030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,309 +621,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "131030", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": { - "latestPeriod": "2023", - "retrievedAt": "2026-09-06" - }, - "period": "2023", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "dCR-AA+", - "summary": "dCR 위험점수 3.05, 전망 안정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 25, - "contribution": 0.0, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 0.0, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 15.79, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 1.58, - "sourceRef": "axes.사업안정성" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 5.0, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 0.75, - "sourceRef": "axes.현금흐름" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/131030/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 우수하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/131030/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 건강관리 업종 기준 매우 우수하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/131030/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 매우 충분하다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/131030/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/131030/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 0.00, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/131030/axes/자본구조", - "status": "derived", - "detail": "위험점수 1.25, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/131030/axes/유동성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/131030/axes/현금흐름", - "status": "derived", - "detail": "위험점수 5.00, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/131030/axes/사업안정성", - "status": "derived", - "detail": "위험점수 15.79, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/131030/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-AA+", - "score": 3.05, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-AA+", - "score": 3.06, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.사업안정성" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 0.33, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2025", - "score": 1.47, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2024", - "score": 0.35, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2023", - "score": 0.15, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2022", - "score": 0.13, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2021", - "score": 0.14, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2020", - "score": 0.12, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2019", - "score": 0.17, - "grade": "AAA", - "pdEstimate": 0.0 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 0.01, - "notchAdjustment": null, - "divergenceExplanation": [ - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -934,14 +631,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,146 +748,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "131030", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": null, - "knowledgeBoundary": "2026-09-06" - }, - "status": "partial", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "low", - "score": 34.7, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "price", - "label": "가격 반응", - "score": -0.5, - "direction": "negative", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": null, - "status": "derived", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": null, - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.5 - } - ], - "evidence": [ - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1201,10 +758,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1220,10 +777,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +800,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +808,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1345,8 +902,8 @@ } }, "statusCounts": { - "partial": 3, - "usable": 2 + "partial": 2, + "usable": 1 }, "gaps": [ { @@ -1357,11 +914,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1406,25 +961,9 @@ "engine": "industry" }, { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings", - "engine": "quant" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise", - "engine": "quant" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1442,7 +981,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/131090.json b/landing/lenses/131090.json index 626715afea557e53b38278be6203bbea9078490f..1fbc6f07d5aa5ee4a059783f2396241af9d2b3fc 100644 --- a/landing/lenses/131090.json +++ b/landing/lenses/131090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131100.json b/landing/lenses/131100.json index 0c9ca921d310aa27972c31d3d92b80f7acf0af5d..0661f13572dd596ce601132171683bb3bb36cc05 100644 --- a/landing/lenses/131100.json +++ b/landing/lenses/131100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 113.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 113.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1068,19 +1068,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131180.json b/landing/lenses/131180.json index e4f322d0a09158d88d64bf471189dcca339bac7b..fd0220a1b143fb875a7840a7b6b2089740142a78 100644 --- a/landing/lenses/131180.json +++ b/landing/lenses/131180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131220.json b/landing/lenses/131220.json index e3550b3a03ed487ebe0fd9549ea324ae4e821f96..6cd87cbe8d69b99ae7f5a1ad4f1c9233c9eccb30 100644 --- a/landing/lenses/131220.json +++ b/landing/lenses/131220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131290.json b/landing/lenses/131290.json index d404eac706b1abd880a17d3b065002d983cb563a..4e4048883ce453a4a459a8491d5617aa067b9455 100644 --- a/landing/lenses/131290.json +++ b/landing/lenses/131290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131370.json b/landing/lenses/131370.json index 3cb38c08ef3835376cc090c18ca171a8609a1f75..72e077a5c9653c1a1775497e657466fcf80b5117 100644 --- a/landing/lenses/131370.json +++ b/landing/lenses/131370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/131400.json b/landing/lenses/131400.json index 9307eaad7fa08e26918c7537336f813290cfdfc1..4b25965120132aadee3a2f2589d5076900f71d40 100644 --- a/landing/lenses/131400.json +++ b/landing/lenses/131400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-08", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-08", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-08", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-08", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131760.json b/landing/lenses/131760.json index b1df04f39f52765611fa44fbce6e211f8c8b13f7..2500b1326ca5d16944e7e83568f4ece9061d9cdb 100644 --- a/landing/lenses/131760.json +++ b/landing/lenses/131760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 53.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 56.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131970.json b/landing/lenses/131970.json index 4fd804d24a06ed72bc9ce8d70f06775f28e9d680..5cc5e0ee4979fc6759edc3f5da574dcd2eb90601 100644 --- a/landing/lenses/131970.json +++ b/landing/lenses/131970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,10 +1115,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1224,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/133750.json b/landing/lenses/133750.json index d75eb5fcfb018a890257ad267ae14633daac446a..c19ca6960744c43e86b1b78c3ab57efb7ab880d5 100644 --- a/landing/lenses/133750.json +++ b/landing/lenses/133750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,10 +1129,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/133820.json b/landing/lenses/133820.json index ff11dc6b4cfeca1188920fbe63824d50a87d1a51..0aec3b02ad49aa3c7f6af9c3057790b9f371da6e 100644 --- a/landing/lenses/133820.json +++ b/landing/lenses/133820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 22.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 19.73%). 최근 주가 하락이 반영된 결과", "D/EBITDA 50.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134060.json b/landing/lenses/134060.json index 646e02f5aab1a59b99e7bea4d5654be477efa22c..7d2048eb5406f30121754b832fd3c19244701e6b 100644 --- a/landing/lenses/134060.json +++ b/landing/lenses/134060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134380.json b/landing/lenses/134380.json index 5408a42410a21fe6debdde81b6683b056083ee34..b26de3a6c58c6f94b2cb9ec8712f1f1b6712b5c7 100644 --- a/landing/lenses/134380.json +++ b/landing/lenses/134380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134580.json b/landing/lenses/134580.json index b9ffd81c74336d16abcfd03f09a9938a38189651..40e1622382e85c821f21b74b403458baaed183ef 100644 --- a/landing/lenses/134580.json +++ b/landing/lenses/134580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134780.json b/landing/lenses/134780.json index a69c254c8a88a876eca2c56e862399345f3d6fb2..5fa7423988c40c20bce81b4dde836bee86992ff0 100644 --- a/landing/lenses/134780.json +++ b/landing/lenses/134780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134790.json b/landing/lenses/134790.json index d143acca82b7ea8f211b963985a5c04cc2dc8986..803a6bf1a0a7b33ebf2e6824f120fe8fe5abb666 100644 --- a/landing/lenses/134790.json +++ b/landing/lenses/134790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/135160.json b/landing/lenses/135160.json index 0242033125cf8585e295925b91fa123918153e92..d6224b501b7eb0d12ca471aa967521b19354dcf5 100644 --- a/landing/lenses/135160.json +++ b/landing/lenses/135160.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/136150.json b/landing/lenses/136150.json index b339a624c97a34339cb4463a26f87065e3c0f374..8d39dfcac6441e5a2a777b6069f4fd1279a43df9 100644 --- a/landing/lenses/136150.json +++ b/landing/lenses/136150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/136410.json b/landing/lenses/136410.json index c162f10fd93807324fede7b09583b57c4193a22f..829d775858e603e0544faf06a1e7e67d7a3e7d8f 100644 --- a/landing/lenses/136410.json +++ b/landing/lenses/136410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -841,7 +841,7 @@ "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1393,7 +1393,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1415,7 +1415,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1433,8 +1433,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/136480.json b/landing/lenses/136480.json index 0379a7f84f0b01d24e9032cb96684b4e55e5d935..c4a77b76c44e9d6def875dd2e083bb8d08493ac2 100644 --- a/landing/lenses/136480.json +++ b/landing/lenses/136480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1551,88 +1551,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:223c607898a2", - "target": "136480", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.324 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/136490.json b/landing/lenses/136490.json index b48ce7bd50b56d56ac67a0359e1b4db862d10e1b..415a821417ca14b956da995b3cad6b319b98a13e 100644 --- a/landing/lenses/136490.json +++ b/landing/lenses/136490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/136510.json b/landing/lenses/136510.json index 683aab9d16117137d37fa6790c389270ffa1dc0a..21fa46f3d8faf701b876113065f37b3ebb261633 100644 --- a/landing/lenses/136510.json +++ b/landing/lenses/136510.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/136540.json b/landing/lenses/136540.json index ac9f1f77a500b883f1465303a9c16b53262f9b08..57eaf1cc08d504e09e03b0ff7c4e08283ab0eeac 100644 --- a/landing/lenses/136540.json +++ b/landing/lenses/136540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137080.json b/landing/lenses/137080.json index 77465496f8d234e3a3c157da0527c1a9ed2797c5..d52d5ffe280d4373b79c8f574de583922a8fd405 100644 --- a/landing/lenses/137080.json +++ b/landing/lenses/137080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -497,292 +497,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "137080", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-06" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 33.73, 전망 긍정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 0.0, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 58.24, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 8.74, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 48.12, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 12.03, - "sourceRef": "axes.채무상환능력" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 양호하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/137080/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 우수하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/137080/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/137080/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 부족하여 차환/유동성 위험이 높다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/137080/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/137080/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 48.12, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/137080/axes/자본구조", - "status": "derived", - "detail": "위험점수 16.55, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/137080/axes/유동성", - "status": "derived", - "detail": "위험점수 58.24, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/137080/axes/현금흐름", - "status": "derived", - "detail": "위험점수 0.00, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/137080/axes/사업안정성", - "status": "derived", - "detail": "위험점수 38.69, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/137080/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-BB+", - "score": 33.73, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 34.79, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 0.52, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2025", - "score": 40.76, - "grade": "BB", - "pdEstimate": 1.5 - }, - { - "period": "2024", - "score": 59.27, - "grade": "B", - "pdEstimate": 7.0 - }, - { - "period": "2023", - "score": 46.66, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2022", - "score": 52.7, - "grade": "B+", - "pdEstimate": 4.0 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-2", - "pdEstimate": 0.75, - "notchAdjustment": null, - "divergenceExplanation": [ - "유동성 축이 58점으로 등급 하방 압력", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -793,14 +507,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -910,186 +624,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "137080", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "medium", - "score": 65.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": -0.422, - "direction": "negative", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": 0.865, - "direction": "positive", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.25, - "direction": "positive", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.422 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.25 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1100,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1119,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +676,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +684,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +779,7 @@ }, "statusCounts": { "partial": 2, - "usable": 3 + "usable": 1 }, "gaps": [ { @@ -1256,11 +790,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1305,11 +837,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1326,8 +856,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/137310.json b/landing/lenses/137310.json index ccd2e70fec37cbb0385d7bc3355bbea3445b6d38..6ec3ac227fa7d01a0d317ba578bed958e0dd1bc6 100644 --- a/landing/lenses/137310.json +++ b/landing/lenses/137310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137400.json b/landing/lenses/137400.json index 7b9e5d8085cf86598e10a21295e1ca0bdf8ef1a2..79cc735dbb787813e8d54b23d3371d48c146cb1f 100644 --- a/landing/lenses/137400.json +++ b/landing/lenses/137400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "현금흐름 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137940.json b/landing/lenses/137940.json index 4823e2cc4e7dc24e698767644f73d09d4db72d6d..305fb53355357a671efe18c49f17caf72723eb35 100644 --- a/landing/lenses/137940.json +++ b/landing/lenses/137940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c14501998e7b", - "target": "137940", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/137950.json b/landing/lenses/137950.json index da19fda4b376ecb07437bc4f5e1729b18367fb14..49bb8f07743366b0f4073d6d21fd08aff22a91a8 100644 --- a/landing/lenses/137950.json +++ b/landing/lenses/137950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1597,12 +1597,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2f4bb0ebc5c1", + "target": "137950", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.759 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/138040.json b/landing/lenses/138040.json index 3a66725165eec1722de8458c09168184509dee5d..74453570a75b78a9ab27666ec1a0bb7d380133cc 100644 --- a/landing/lenses/138040.json +++ b/landing/lenses/138040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -136,7 +136,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -156,7 +156,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -383,13 +383,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -693,10 +693,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -726,8 +726,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -739,7 +739,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -779,10 +779,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -792,7 +792,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -817,7 +817,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -873,10 +873,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -919,10 +919,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -937,10 +937,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -959,7 +959,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -991,7 +991,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138070.json b/landing/lenses/138070.json index df24c470706241a4510576080f28c7386065a838..ece6ba6a39d427d502867a054e636dbdf4d0f8b6 100644 --- a/landing/lenses/138070.json +++ b/landing/lenses/138070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:70057e31ea07", - "target": "138070", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.848 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/138080.json b/landing/lenses/138080.json index 1776143f6ecaccf4e7929989b358b904e2136c90..676a874b76443f4b06d76c57febf1089cd440222 100644 --- a/landing/lenses/138080.json +++ b/landing/lenses/138080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138360.json b/landing/lenses/138360.json index 7bda5bc061b996e8f0c11aa6f6188659f2e616e9..fa705af2045ffddbf5224bf2cd7559c4331c2a55 100644 --- a/landing/lenses/138360.json +++ b/landing/lenses/138360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138490.json b/landing/lenses/138490.json index 90f61e54b35e4992191b96a76b5cfb82eadd75f9..5e9e98f5d095aec6c50e1510deb7c54c6fcd9a02 100644 --- a/landing/lenses/138490.json +++ b/landing/lenses/138490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -167,7 +167,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -220,7 +220,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -273,7 +273,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -326,7 +326,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-27", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-27", "period": "2025", "status": "derived", @@ -1129,7 +1129,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-27", "period": "2025", "status": "observed", @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138610.json b/landing/lenses/138610.json index 9aa092c9a8007926d3c6c77ff2e3d0fd0acdae38..90921ab78a663123bb702d535eb44c977453c52c 100644 --- a/landing/lenses/138610.json +++ b/landing/lenses/138610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -992,10 +992,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1064,7 +1064,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1132,10 +1132,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1151,10 +1151,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138930.json b/landing/lenses/138930.json index bd00554d19a385f72f0aa3c64219986866796a2a..cb1369ddb8bd4107f0e0699f059ecc45ad2b0154 100644 --- a/landing/lenses/138930.json +++ b/landing/lenses/138930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/139050.json b/landing/lenses/139050.json index 6222fac709255a86a794c85415922facb365ece7..2100634c5970634c86e68847e94c76115e97f727 100644 --- a/landing/lenses/139050.json +++ b/landing/lenses/139050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -976,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-07", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,7 +1042,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-07", "period": "2025", "status": "derived", @@ -1064,7 +1064,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-07", "period": "2025", "status": "observed", @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1175,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/139130.json b/landing/lenses/139130.json index bace61201393136dce200beace4c8e23c09e4c44..6eacb2146e77eb582cbd962dfbbbc3eb5e9b3c53 100644 --- a/landing/lenses/139130.json +++ b/landing/lenses/139130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/139480.json b/landing/lenses/139480.json index 1ff5ebc1e0c4d1ad8b91c71bc0cfc2c379d113fc..13f2eb497ed1f73ae47b3178e6e265caa3d0214d 100644 --- a/landing/lenses/139480.json +++ b/landing/lenses/139480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1516,7 +1516,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1538,7 +1538,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1556,8 +1556,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/139670.json b/landing/lenses/139670.json index 1f7135184c596349f476b454ac0648a7ac33f604..e8f699bd853b0cfd44412608d7c89b06f7ecbc0c 100644 --- a/landing/lenses/139670.json +++ b/landing/lenses/139670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/139990.json b/landing/lenses/139990.json index 4dcdd02518ae3a472a9eb642551cea3d5d8de837..a2edd51938b5040479cc7810e95b83b15e446492 100644 --- a/landing/lenses/139990.json +++ b/landing/lenses/139990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "divergenceExplanation": [ "자본구조 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 24.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 25.38%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -921,19 +921,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,17 +1000,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1079,7 +1079,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1088,7 +1088,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140070.json b/landing/lenses/140070.json index cefbcbb5c609540efed6bea9727d0efafc7cff94..c1a88bf1f23a5fc161766a8ef58d34250f35fda1 100644 --- a/landing/lenses/140070.json +++ b/landing/lenses/140070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1511,7 +1511,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1533,7 +1533,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1551,8 +1551,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/140410.json b/landing/lenses/140410.json index 874b42e302082971d1fb28ceb846cf749bff4900..dcf7730e358902c8de21bd0ae750146d909af59b 100644 --- a/landing/lenses/140410.json +++ b/landing/lenses/140410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2018", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -935,7 +935,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140430.json b/landing/lenses/140430.json index a81c49009e1d9cc17b8572d9edceb999b571f9d3..7b666c3ba1ea0c0535bd07c2bb137f9911604114 100644 --- a/landing/lenses/140430.json +++ b/landing/lenses/140430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 16.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 12.79%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -761,14 +761,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -888,10 +888,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -907,8 +907,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -920,8 +920,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -938,10 +938,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -951,7 +951,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -960,7 +960,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1028,10 +1028,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1047,10 +1047,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1070,7 +1070,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1078,7 +1078,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140520.json b/landing/lenses/140520.json index bc23489f4c487b036987078d698dcc2aca7f377a..2bc0d2d407bb57cad62216fead62d8e9f542a056 100644 --- a/landing/lenses/140520.json +++ b/landing/lenses/140520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,10 +1054,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140670.json b/landing/lenses/140670.json index 78aebf9df16866a23a6608e2b785b701e9cb9dad..41ca0ed1135f254508033fd7049b3ca702a2eca0 100644 --- a/landing/lenses/140670.json +++ b/landing/lenses/140670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1044,19 +1044,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1202,7 +1202,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1446,88 +1446,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:bc0c2fabb6d8", - "target": "140670", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.581 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/140860.json b/landing/lenses/140860.json index 45f1a1e90d07354e466c0edae1d6af1bca3c1053..a7694635b5a16ea0af7ad79a99d680c9ccf1080a 100644 --- a/landing/lenses/140860.json +++ b/landing/lenses/140860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,12 +1459,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b529c89396e7", + "target": "140860", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.619 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/140910.json b/landing/lenses/140910.json index d5d18d61cfa6788df9719df2633dbc72bd7bc9f2..527d2fd16572ca01ea22258c5c6fc69ad32a815c 100644 --- a/landing/lenses/140910.json +++ b/landing/lenses/140910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-09", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-09", "period": null, "status": "derived", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-09", "period": null, "status": "observed", @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1263,10 +1263,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/141000.json b/landing/lenses/141000.json index 9f89e6407a3c346a745cac5978dfa758d45e3edb..fd69da565ce25331a86c8e8b8a1849ab49698799 100644 --- a/landing/lenses/141000.json +++ b/landing/lenses/141000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -610,310 +610,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "141000", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-06" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "dCR-AA-", - "summary": "dCR 위험점수 8.34, 전망 안정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 0.0, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 38.9, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 3.89, - "sourceRef": "axes.사업안정성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 9.31, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 2.33, - "sourceRef": "axes.채무상환능력" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/141000/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 우수하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/141000/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 매우 우수하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/141000/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 매우 충분하다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/141000/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/141000/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 9.31, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/141000/axes/자본구조", - "status": "derived", - "detail": "위험점수 1.29, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/141000/axes/유동성", - "status": "derived", - "detail": "위험점수 6.76, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/141000/axes/현금흐름", - "status": "derived", - "detail": "위험점수 0.00, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/141000/axes/사업안정성", - "status": "derived", - "detail": "위험점수 38.90, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/141000/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-AA-", - "score": 8.34, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-AA-", - "score": 8.83, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.사업안정성" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 0.44, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2025", - "score": 7.62, - "grade": "AA", - "pdEstimate": 0.02 - }, - { - "period": "2024", - "score": 4.73, - "grade": "AA+", - "pdEstimate": 0.01 - }, - { - "period": "2023", - "score": 31.96, - "grade": "BBB-", - "pdEstimate": 0.4 - }, - { - "period": "2022", - "score": 3.15, - "grade": "AA+", - "pdEstimate": 0.01 - }, - { - "period": "2021", - "score": 1.76, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2020", - "score": 10.22, - "grade": "A+", - "pdEstimate": 0.04 - }, - { - "period": "2019", - "score": 1.19, - "grade": "AAA", - "pdEstimate": 0.0 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 0.03, - "notchAdjustment": null, - "divergenceExplanation": [ - "사업안정성 축이 39점으로 등급 하방 압력", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -924,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1041,186 +737,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "141000", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "medium", - "score": 65.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": 0.306, - "direction": "positive", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": -0.04, - "direction": "neutral", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.0, - "direction": "neutral", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.306 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.0 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1231,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +766,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +789,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +797,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1376,7 +892,7 @@ }, "statusCounts": { "partial": 2, - "usable": 3 + "usable": 1 }, "gaps": [ { @@ -1387,11 +903,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1436,11 +950,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1457,8 +969,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/141080.json b/landing/lenses/141080.json index ff9d943aa961f100d69c07c88c58abafa7016ebb..faeaa8d9c7db25e1eaf17c26519bc7a6745f18c3 100644 --- a/landing/lenses/141080.json +++ b/landing/lenses/141080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -941,7 +941,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/142210.json b/landing/lenses/142210.json index 0ce08cfbc44f5c5341309a2bf95ce59c99e45d48..b454654719e84aa70a189612990504b415a8b37f 100644 --- a/landing/lenses/142210.json +++ b/landing/lenses/142210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 34.35, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 36.60, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 34.35, + "score": 36.6, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 35.49, + "grade": "dCR-BB", + "score": 37.74, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -926,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/142280.json b/landing/lenses/142280.json index 8aca718fbcffa0dc1d6f89cd13d764d9d50255b3..72176c97b0339f7ad4e0a3fcfc60e92e409098bd 100644 --- a/landing/lenses/142280.json +++ b/landing/lenses/142280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 24.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 27.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/142760.json b/landing/lenses/142760.json index 53eaf83201df05e412dda04c20c67e045bc3372e..6a9d9c0af175f9b1acd70c78f3f98d9e957686e0 100644 --- a/landing/lenses/142760.json +++ b/landing/lenses/142760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 3627.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 3715.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143160.json b/landing/lenses/143160.json index 95f44053cefbf603b825f10073b279c59eda96af..176e516f15e95a3854c2b3846007b3c5714f836f 100644 --- a/landing/lenses/143160.json +++ b/landing/lenses/143160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143210.json b/landing/lenses/143210.json index e5eaffaf126d06af8467a585fe9fb131ed100f69..da7dc3fed0d8760d7a0757aa2f53c8d553d9c522 100644 --- a/landing/lenses/143210.json +++ b/landing/lenses/143210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-23", "period": "2022", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-23", "period": "2022", "status": "derived", @@ -1132,7 +1132,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-23", "period": "2022", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143240.json b/landing/lenses/143240.json index 22dcfe8f13b95b806dcd4d8db8696894cd83c3c6..dc87f0b6b5288d4e8edd4ff70a6e2866b4e3eba3 100644 --- a/landing/lenses/143240.json +++ b/landing/lenses/143240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,8 +1053,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143540.json b/landing/lenses/143540.json index 943699e942b8ab3d5d1c0b0f69d19daef6d652c1..3fef840f7e759055a67a3e35057746c15bb0098c 100644 --- a/landing/lenses/143540.json +++ b/landing/lenses/143540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:cd74680f132e", + "target": "143540", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.528 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/144510.json b/landing/lenses/144510.json index 2c72d642a2590b842601dcb6111341372fa2052e..4fb6f151e74c0e2bb5ac860ca25ab6aa4132c9c3 100644 --- a/landing/lenses/144510.json +++ b/landing/lenses/144510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 39.09, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 43.14, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 39.09, + "grade": "dCR-BB-", + "score": 43.14, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 40.05, + "grade": "dCR-BB-", + "score": 44.05, "assumptions": { "scenarioStress": "moderate" } @@ -908,10 +908,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 78점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 10.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/144960.json b/landing/lenses/144960.json index 728be5d2f56e92bfb4b92bdc5a51dc6f508b7798..1aa132f90289c17e826cba5f3ff39b6f4028ce73 100644 --- a/landing/lenses/144960.json +++ b/landing/lenses/144960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,10 +1296,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1350,7 +1350,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145020.json b/landing/lenses/145020.json index 21c6916a570945da280b423c9c6cf2f062e68ec9..324efb39bb68c04017c803f394f34e24f892e371 100644 --- a/landing/lenses/145020.json +++ b/landing/lenses/145020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/145170.json b/landing/lenses/145170.json index 112391820054dafb45752b1d534baa67d3fbc203..09711ef4008f8f71fe637640e2eaf9e61d208efb 100644 --- a/landing/lenses/145170.json +++ b/landing/lenses/145170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -301,18 +301,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 53.68, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-B", + "summary": "dCR 위험점수 56.87, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -495,15 +495,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 53.68, + "grade": "dCR-B", + "score": 56.87, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B", - "score": 55.05, + "score": 58.16, "assumptions": { "scenarioStress": "moderate" } @@ -519,11 +519,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-B로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -555,7 +550,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-5", - "pdEstimate": 4.0, + "pdEstimate": 7.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", @@ -575,14 +570,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -702,10 +697,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -748,7 +743,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -768,8 +763,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -790,8 +785,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -826,7 +821,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -882,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -901,10 +896,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -924,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -932,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145210.json b/landing/lenses/145210.json index 0377c9f4bf0ccbf7a8a1ac6f382a414157ed5227..35ab0dce31933c76415fffa06cdb2041786fab57 100644 --- a/landing/lenses/145210.json +++ b/landing/lenses/145210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.08%). 최근 주가 하락이 반영된 결과", "D/EBITDA 45.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-24", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-24", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-24", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,10 +1196,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1214,10 +1214,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145270.json b/landing/lenses/145270.json index 071ae2567cbcd4852dfd053ca583b80c6986cc99..7145c9bc5d496cbfb8b32bb143830d9b33410ad4 100644 --- a/landing/lenses/145270.json +++ b/landing/lenses/145270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,10 +1130,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145720.json b/landing/lenses/145720.json index 43154d32dd940053bbc79b060a25e1c032d78d76..1362e2972dcbb75e48786d88e133e0c794caaec7 100644 --- a/landing/lenses/145720.json +++ b/landing/lenses/145720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145990.json b/landing/lenses/145990.json index a58f4a3434d104d5f09a67c98c06ff07982f3de1..62637e44cb7589d777981d6f6b32d5c95c3fadfa 100644 --- a/landing/lenses/145990.json +++ b/landing/lenses/145990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/146060.json b/landing/lenses/146060.json index 31d941b5c524d888c141d4cce30ed4dfab819927..f78ef1b0032e025b340de140f166b37b66287694 100644 --- a/landing/lenses/146060.json +++ b/landing/lenses/146060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -549,18 +549,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 29.91, 전망 부정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 27.66, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,14 +744,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 29.91, + "score": 27.66, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 30.79, + "score": 28.54, "assumptions": { "scenarioStress": "moderate" } @@ -814,7 +814,6 @@ "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 5.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -829,14 +828,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -956,10 +955,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -989,7 +988,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1002,7 +1001,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1021,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,8 +1043,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1054,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1080,7 +1079,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1135,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1155,10 +1154,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/146320.json b/landing/lenses/146320.json index 8e44e423be2622e1245a2a679109dc0e5dcbf45b..6bc6572bc99bac5bda3e5eff90f217cbebb40235 100644 --- a/landing/lenses/146320.json +++ b/landing/lenses/146320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -117,7 +117,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -186,7 +186,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -207,7 +207,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -231,7 +231,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -698,14 +698,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -825,10 +825,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -858,7 +858,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -871,7 +871,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -891,8 +891,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -913,8 +913,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -924,7 +924,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -949,7 +949,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1005,10 +1005,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1051,10 +1051,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1065,7 +1065,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1089,7 +1089,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/147760.json b/landing/lenses/147760.json index b39df8ef70bf216cc84267e2f792c86e20f3de23..53aa1fc6f0ac338b19710b8564b24eb2c3b9acae 100644 --- a/landing/lenses/147760.json +++ b/landing/lenses/147760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/147830.json b/landing/lenses/147830.json index 883e438c0edbdef0cdf51927d5043bfd10aaf143..297e041ebbe383d927e2d6beab308e5a384428bf 100644 --- a/landing/lenses/147830.json +++ b/landing/lenses/147830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/148140.json b/landing/lenses/148140.json index 81563cf06b667efc03a8de88862a4d68da104029..0d7c1aa7e2de9c686fbe2e0d777032200099917e 100644 --- a/landing/lenses/148140.json +++ b/landing/lenses/148140.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/148150.json b/landing/lenses/148150.json index 3c0f5a0fac7ec7725e3b8d6be379d50256e8a9ee..43d3abac97cde857cd1a54467bcfa6e1d4da21db 100644 --- a/landing/lenses/148150.json +++ b/landing/lenses/148150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -803,14 +803,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -930,10 +930,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -976,7 +976,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -996,8 +996,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1018,8 +1018,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1054,7 +1054,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1110,10 +1110,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1129,10 +1129,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1147,10 +1147,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1165,10 +1165,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/148250.json b/landing/lenses/148250.json index bac1060894a3dbfb6a485af0bde4a45073610572..d96abd67b8ce6d53a28bc6f2354bbb68a2fd475e 100644 --- a/landing/lenses/148250.json +++ b/landing/lenses/148250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 27.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 26.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d2c00c75aa7b", + "target": "148250", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.294 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/148780.json b/landing/lenses/148780.json index 6f65e7b0c4c7630799d55dceb4b08133de6a573e..8e334e9edd97927604beffd4ad160da442120197 100644 --- a/landing/lenses/148780.json +++ b/landing/lenses/148780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -489,287 +489,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "148780", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-06" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 23.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.유동성", - "label": "유동성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 0.0, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 31.67, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 7.92, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 25.0, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 3.75, - "sourceRef": "axes.현금흐름" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/148780/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 보통 수준이다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/148780/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 IT 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/148780/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 매우 충분하다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/148780/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/148780/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 31.67, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/148780/axes/자본구조", - "status": "derived", - "detail": "위험점수 2.12, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/148780/axes/유동성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/148780/axes/현금흐름", - "status": "derived", - "detail": "위험점수 25.00, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/148780/axes/사업안정성", - "status": "derived", - "detail": "위험점수 17.50, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/148780/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-BBB", - "score": 23.66, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 23.86, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 1.99, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2025", - "score": 24.81, - "grade": "BBB", - "pdEstimate": 0.25 - }, - { - "period": "2024", - "score": 24.74, - "grade": "BBB", - "pdEstimate": 0.25 - }, - { - "period": "2023", - "score": 4.75, - "grade": "AA+", - "pdEstimate": 0.01 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 0.25, - "notchAdjustment": null, - "divergenceExplanation": [ - "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.59%). 최근 주가 하락이 반영된 결과", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -780,14 +499,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -897,186 +616,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "148780", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "medium", - "score": 65.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": -0.109, - "direction": "neutral", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": -0.05, - "direction": "neutral", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.0, - "direction": "neutral", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.109 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.0 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1087,10 +626,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1106,10 +645,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +668,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +676,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1232,7 +771,7 @@ }, "statusCounts": { "partial": 2, - "usable": 3 + "usable": 1 }, "gaps": [ { @@ -1243,11 +782,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1292,11 +829,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1313,8 +848,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/148930.json b/landing/lenses/148930.json index 9357dddae123ec9dc7fde6bb7ba2ced68ed336ee..4333fbcfe58e45c2af7cc03b4f9f9929aac310c3 100644 --- a/landing/lenses/148930.json +++ b/landing/lenses/148930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -757,14 +757,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -884,19 +884,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -917,8 +917,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -930,7 +930,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -950,8 +950,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -963,17 +963,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -983,7 +983,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1008,7 +1008,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1042,7 +1042,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1051,7 +1051,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/149950.json b/landing/lenses/149950.json index a69600cc0911d896acd5aebe8a3337b3ab30022c..ef8bb7ea425ec4c20cce22e9ae0571aa0c91f1b1 100644 --- a/landing/lenses/149950.json +++ b/landing/lenses/149950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/149980.json b/landing/lenses/149980.json index c5ea8a3e6200ed70800f5188044b1b984066cbed..b48208fb501699dd710d7b9eb1362830375e2b57 100644 --- a/landing/lenses/149980.json +++ b/landing/lenses/149980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/150840.json b/landing/lenses/150840.json index 2665e28242545a81011d862f1169c9789caccb03..b4b939cf6c8f3dbaef6430b2d98a0fbae0cbdb99 100644 --- a/landing/lenses/150840.json +++ b/landing/lenses/150840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-23", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-23", "period": "2025", "status": "derived", @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-23", "period": "2025", "status": "observed", @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,10 +1199,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1217,10 +1217,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/150900.json b/landing/lenses/150900.json index ed5e0b4eb428eea4e6a37d44e45b446a81500a0b..6545be34c8c7482661237bb47f0bfda97cc8f71b 100644 --- a/landing/lenses/150900.json +++ b/landing/lenses/150900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,12 +1457,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:bd9cefe1ba07", + "target": "150900", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/151860.json b/landing/lenses/151860.json index 38c1104b74a6d0eccd4d060906616983a56c37e7..cb42178815a40ee00f523b4c55327249555f009d 100644 --- a/landing/lenses/151860.json +++ b/landing/lenses/151860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3d3927705ef0", + "target": "151860", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/151910.json b/landing/lenses/151910.json index 93bf8d1f304b73daba12b480b665220d614d4948..4be8d0991276882e0f352309f5744074e6b3b2b9 100644 --- a/landing/lenses/151910.json +++ b/landing/lenses/151910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-11-25", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -551,7 +551,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-11-25", "period": null, "status": "derived", @@ -571,7 +571,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-11-25", "period": null, "status": "observed", @@ -659,10 +659,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -678,10 +678,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -705,10 +705,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -723,10 +723,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -737,7 +737,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -745,7 +745,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -761,7 +761,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -777,7 +777,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153460.json b/landing/lenses/153460.json index 3076654e0b751faf06403b3f74a8018e6f073501..a6e827f736abd525bba466cb160fd4749270e6c1 100644 --- a/landing/lenses/153460.json +++ b/landing/lenses/153460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153490.json b/landing/lenses/153490.json index a1dac5af51eaaa664300df6c918b38976de1f867..c92d28afd0851273868e377d3fb2ac44c818110d 100644 --- a/landing/lenses/153490.json +++ b/landing/lenses/153490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 8.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 8.15%). 최근 주가 하락이 반영된 결과", "D/EBITDA 31.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153710.json b/landing/lenses/153710.json index 70e0c9db70c9242c7bcc3b4f30607905a84ad607..749c04991d72389b430153d735764af87227009f 100644 --- a/landing/lenses/153710.json +++ b/landing/lenses/153710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1013,10 +1013,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153890.json b/landing/lenses/153890.json index 552beb0cfaf7a02d5d1ceb47e9d29b362c7b57cf..23818b1871c7a1df935590c4474c18eeced91a49 100644 --- a/landing/lenses/153890.json +++ b/landing/lenses/153890.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/154030.json b/landing/lenses/154030.json index 16e97354a41df310d472dba33d11fd9dd4739542..1d662bb59400c08e2e5a54df8629f6071228a0b8 100644 --- a/landing/lenses/154030.json +++ b/landing/lenses/154030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -891,7 +891,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 9.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/154040.json b/landing/lenses/154040.json index 24113c8f6d4e0c2bdaeb0ecab8df7caa82c7dd4a..407d78f49fb1a89e1b3928d77c2ec3711918bfe9 100644 --- a/landing/lenses/154040.json +++ b/landing/lenses/154040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-09-01", "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1129,7 +1129,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-09-01", "period": "2023", "status": "derived", @@ -1150,7 +1150,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-09-01", "period": "2023", "status": "observed", @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/155650.json b/landing/lenses/155650.json index 6b14740cf7639b85e089b776f95d53b568c7ac38..d4f455e7c8a946687d410112207b0b7375ae451b 100644 --- a/landing/lenses/155650.json +++ b/landing/lenses/155650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1548,88 +1548,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:af7f8a926359", - "target": "155650", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.74 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/155660.json b/landing/lenses/155660.json index 248aed143e3229d6e4c14773455ce75d8355c11c..bda500e13fe785791265b1eb8820395f7e3640f2 100644 --- a/landing/lenses/155660.json +++ b/landing/lenses/155660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -617,18 +617,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 20.18, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 23.07, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,15 +812,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 20.18, + "grade": "dCR-BBB", + "score": 23.07, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 20.85, + "grade": "dCR-BBB", + "score": 23.78, "assumptions": { "scenarioStress": "moderate" } @@ -903,7 +903,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,10 +1134,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/155960.json b/landing/lenses/155960.json index ec5c6ab1a5dd38ea3d6dc81e927cfaf3ac5c8971..7b345cf406f73894c85362c0f28c15bea04bce4a 100644 --- a/landing/lenses/155960.json +++ b/landing/lenses/155960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1025,10 +1025,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1071,10 +1071,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1089,10 +1089,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1111,7 +1111,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/156100.json b/landing/lenses/156100.json index 47ff0f4dcba7138a05cf2852f6b75c04012ee6ec..260dda97d57a86f3799b5eadf2c47783a46ebb83 100644 --- a/landing/lenses/156100.json +++ b/landing/lenses/156100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/158430.json b/landing/lenses/158430.json index d74861b4ee458f95acfbfef147159aae6420e70b..100356fd25dffdb2281e0b3a188bc96cf2c21ee9 100644 --- a/landing/lenses/158430.json +++ b/landing/lenses/158430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/159010.json b/landing/lenses/159010.json index 0d387c8e0e415115bbbea1bcd104c73ef934bd86..928b2e72b32afbf8efcfa5ccb6309517363867a2 100644 --- a/landing/lenses/159010.json +++ b/landing/lenses/159010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -569,13 +569,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -988,19 +988,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,17 +1067,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1146,7 +1146,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1155,7 +1155,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1390,12 +1390,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4bc048445c74", + "target": "159010", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/159580.json b/landing/lenses/159580.json index a4b11a9db71f359ed397ff7b7ea079a7469893ba..850296055bd27e2c9147cd3bc7eacb61d567f95f 100644 --- a/landing/lenses/159580.json +++ b/landing/lenses/159580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1507,8 +1507,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/159910.json b/landing/lenses/159910.json index 5be219940820e704c42a79728e3807ae8d9b159e..a85aa7d35ec06cc76b3efe8d0414fd0db474e5e7 100644 --- a/landing/lenses/159910.json +++ b/landing/lenses/159910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/160190.json b/landing/lenses/160190.json index 5e5c8c828740b19b490da40cf04f8ef8ae482b96..23037999a6bf46471850f2ec5925de9f6de91bfa 100644 --- a/landing/lenses/160190.json +++ b/landing/lenses/160190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -555,7 +555,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 14.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 15.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -570,14 +570,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -697,10 +697,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -743,7 +743,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -763,8 +763,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -785,8 +785,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -821,7 +821,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -877,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -896,10 +896,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -919,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -927,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1127,7 +1127,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1149,7 +1149,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1167,8 +1167,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/160550.json b/landing/lenses/160550.json index 0c576e49ca1d5b81a5da36fd1274b6c95dc1ec2f..16a7879c2ab8d1dd2e4065af6e0365f08f39ee9d 100644 --- a/landing/lenses/160550.json +++ b/landing/lenses/160550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.78%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1203,7 +1203,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1212,7 +1212,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/160600.json b/landing/lenses/160600.json index e0922fb7fd56408cca762ea7d4cacc895ae5bd4f..0833575cf4c547d6cab6507c9f06c0fed299a573 100644 --- a/landing/lenses/160600.json +++ b/landing/lenses/160600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -577,94 +577,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "160600", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": null, - "period": null, - "knowledgeBoundary": "2026-09-06" - }, - "status": "blocked", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "blocked", - "score": 8.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [], - "claims": [], - "evidence": [], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - }, - { - "id": "quant.priceReaction", - "status": "missing", - "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", - "sourceRef": "dartlab://quant/verdict" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -675,10 +587,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -694,10 +606,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -721,10 +633,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -739,10 +651,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -753,7 +665,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -761,7 +673,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -777,7 +689,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -793,7 +705,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -967,7 +879,7 @@ }, "statusCounts": { "partial": 2, - "blocked": 3 + "blocked": 2 }, "gaps": [ { @@ -1090,32 +1002,9 @@ "engine": "industry" }, { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings", - "engine": "quant" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise", - "engine": "quant" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" - }, - { - "id": "quant.priceReaction", - "status": "missing", - "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", - "sourceRef": "dartlab://quant/verdict", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.company.sectorKey", @@ -1175,7 +1064,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/160980.json b/landing/lenses/160980.json index 1c0afb870557be5f53c9e86b6db6f1efd68842e8..2ae7de2eac81d42977c7104fbfed10bdafa314cc 100644 --- a/landing/lenses/160980.json +++ b/landing/lenses/160980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 6.17, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 7.53, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 6.17, + "score": 7.53, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 6.51, + "grade": "dCR-AA-", + "score": 8.02, "assumptions": { "scenarioStress": "moderate" } @@ -838,6 +838,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -923,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/161000.json b/landing/lenses/161000.json index 6013bcb3b0169f991eae15bb67119a3034a37acb..eccf8836b1decac83739a59df36fdd0550c61253 100644 --- a/landing/lenses/161000.json +++ b/landing/lenses/161000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1610,7 +1610,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1632,7 +1632,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1650,8 +1650,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/161390.json b/landing/lenses/161390.json index 5093537793a82eb56d57b5900ac9a7638eea761f..7ab5df83b243a23505c9534d9bd39ed0f6a0fffd 100644 --- a/landing/lenses/161390.json +++ b/landing/lenses/161390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1610,7 +1610,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1632,7 +1632,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1650,15 +1650,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/161570.json b/landing/lenses/161570.json index de460e302dc557e60043adfbebd598a5ae4d4312..aa34bcec00422f9034c13606642c384d0c3b5d3c 100644 --- a/landing/lenses/161570.json +++ b/landing/lenses/161570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1073,10 +1073,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1100,10 +1100,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1118,10 +1118,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/161580.json b/landing/lenses/161580.json index 233efcd36d62e7c7d56542610298570b5622562a..c43c9dbf2df9b83cd8c241b633e488f1994f5f86 100644 --- a/landing/lenses/161580.json +++ b/landing/lenses/161580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -830,14 +830,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -957,15 +957,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -990,8 +990,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,17 +1036,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1056,7 +1056,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1081,7 +1081,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1115,7 +1115,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1124,7 +1124,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1374,12 +1374,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a8b39c8cf978", + "target": "161580", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/161890.json b/landing/lenses/161890.json index 1c938a0a639bb73849625783e3ee14e885c91689..fc205c9d744f0160c9ebc479a92fa2593599d128 100644 --- a/landing/lenses/161890.json +++ b/landing/lenses/161890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/162300.json b/landing/lenses/162300.json index ad95705fed9709a4337cefbd40991dc623c4d220..97d77cc8bd37c8d8bbafdadcc9462f2653fa5d83 100644 --- a/landing/lenses/162300.json +++ b/landing/lenses/162300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -558,18 +558,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 41.16, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 38.91, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,7 +683,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,14 +754,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 41.16, + "score": 38.91, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 41.78, + "score": 39.53, "assumptions": { "scenarioStress": "moderate" } @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/163280.json b/landing/lenses/163280.json index ab4203a8df76712937623a361a62cfeef1742173..d2cfb247ea9470b40c4f44d442cf20159337a7b6 100644 --- a/landing/lenses/163280.json +++ b/landing/lenses/163280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/163560.json b/landing/lenses/163560.json index 379b148b732e6eac37dbc406225bc90b3cdd7bc4..b85bd6beaddb650e351cfe7ef0fc7076fff8261e 100644 --- a/landing/lenses/163560.json +++ b/landing/lenses/163560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/163730.json b/landing/lenses/163730.json index 24513c50f4c864c59804c37b6aab01d091cad82e..160fbfdfe849e76035aaf5cdc2e10422361a650d 100644 --- a/landing/lenses/163730.json +++ b/landing/lenses/163730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -939,8 +939,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/166090.json b/landing/lenses/166090.json index 4b7c174c961e6d9ef432b1e06bf39ee5a2c3b137..0946858ee2515a198aa67d80901ebfa45f937f5e 100644 --- a/landing/lenses/166090.json +++ b/landing/lenses/166090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 7.52, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA-", + "summary": "dCR 위험점수 8.52, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA", - "score": 7.52, + "grade": "dCR-AA-", + "score": 8.52, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA-", - "score": 8.7, + "score": 9.7, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -912,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.02, + "pdEstimate": 0.03, "notchAdjustment": null, "divergenceExplanation": [ "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1255,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1560,7 +1555,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1582,7 +1577,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1600,8 +1595,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/166480.json b/landing/lenses/166480.json index f43da1690395add57a959b55234cfae754dc7d8c..1e2f9cbe3b2e99645bcc955194711f47b803e92a 100644 --- a/landing/lenses/166480.json +++ b/landing/lenses/166480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -544,13 +544,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,7 +835,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 14.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 16.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1010,7 +1010,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1043,8 +1043,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1076,7 +1076,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1157,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1176,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1387,7 +1387,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1409,7 +1409,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1427,15 +1427,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/168330.json b/landing/lenses/168330.json index 51a6b15be18417cad79766b1901ec2fd246db70d..58580f3fada0ce6fd7489e655761370885bd78d7 100644 --- a/landing/lenses/168330.json +++ b/landing/lenses/168330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 13.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 12.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,10 +1207,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/168360.json b/landing/lenses/168360.json index 75b21d07430be888b40e048d500cc0a54db915f9..2713da92676a87b9333eeba95cec49d088de72b2 100644 --- a/landing/lenses/168360.json +++ b/landing/lenses/168360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,7 +828,7 @@ "divergenceExplanation": [ "채무상환능력 축이 75점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 11.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 17.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1003,8 +1003,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,10 +1056,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/169330.json b/landing/lenses/169330.json index c428f68ab629db6cbf8ee931d62e3b119b589f78..90c920e52fe78c59f99155906db7704d7711ac02 100644 --- a/landing/lenses/169330.json +++ b/landing/lenses/169330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -151,7 +151,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2022", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -196,7 +196,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -241,7 +241,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -286,7 +286,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -984,19 +984,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1010,8 +1010,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1043,8 +1043,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,17 +1055,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1132,7 +1132,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1141,7 +1141,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170030.json b/landing/lenses/170030.json index 5d794f8115a32af273b0c5f0b3d4a1a81f7488ec..ff3275a00aeec68bc210756c328bef43da63da30 100644 --- a/landing/lenses/170030.json +++ b/landing/lenses/170030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170790.json b/landing/lenses/170790.json index 16d0a36c99ef13be70f3cdde081f370ccd8e2548..3938731bf8ea16cddab076d4432a1aaa6dc953df 100644 --- a/landing/lenses/170790.json +++ b/landing/lenses/170790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170900.json b/landing/lenses/170900.json index d14e245de2ed43848a508ddd6a83300de083950b..fa274054be0133b88565076ad437e50b255648fc 100644 --- a/landing/lenses/170900.json +++ b/landing/lenses/170900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170920.json b/landing/lenses/170920.json index a7aa20a23b7dba988f7adcd185edc7683c75bc25..fb715f4c2374ac396cd8b787b522284a95c8b23c 100644 --- a/landing/lenses/170920.json +++ b/landing/lenses/170920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 14.62, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 17.68, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 14.62, + "grade": "dCR-A-", + "score": 17.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 15.82, + "grade": "dCR-A-", + "score": 18.66, "assumptions": { "scenarioStress": "moderate" } @@ -906,7 +906,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/171010.json b/landing/lenses/171010.json index a972cfc0e57b34f604e1810d441d79b60ed5ed3c..af7c7f4f710d9445a9472db5b3c017a2dd3b30bb 100644 --- a/landing/lenses/171010.json +++ b/landing/lenses/171010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 13.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 14.05%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/171090.json b/landing/lenses/171090.json index 7f17e406ac61d72ad9d88442114eeafb33b61951..471ceafb8dafcbf483988f7f3ef0818c45853992 100644 --- a/landing/lenses/171090.json +++ b/landing/lenses/171090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/171120.json b/landing/lenses/171120.json index e5eb8b2633199fd1c33cf27f96139531005f850c..637550d8b8cd0bfdd6e3b4e84c5f71b720101ab7 100644 --- a/landing/lenses/171120.json +++ b/landing/lenses/171120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2022", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/172670.json b/landing/lenses/172670.json index 9160b8c54823682e3926884a37f3fb287156ce73..a511a4cc4787cca80ec414296fb991bc6bd24cde 100644 --- a/landing/lenses/172670.json +++ b/landing/lenses/172670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -569,13 +569,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1016,8 +1016,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,10 +1069,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1209,10 +1209,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/173130.json b/landing/lenses/173130.json index aaa2c43591f8b832f175dd12d93a6aa6e61f582a..fd21dc0091c58222d10641fbc595e777843973c9 100644 --- a/landing/lenses/173130.json +++ b/landing/lenses/173130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -589,311 +589,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "173130", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-06" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 13.32, 전망 안정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 0.86, - "unit": "riskScore", - "direction": "positive", - "weight": 25, - "contribution": 0.21, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 31.83, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 4.77, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 26.13, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 2.61, - "sourceRef": "axes.사업안정성" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 양호하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/173130/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/173130/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 IT 업종 기준 매우 우수하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/173130/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 주의가 필요한 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/173130/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/173130/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 0.86, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/173130/axes/자본구조", - "status": "derived", - "detail": "위험점수 10.45, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/173130/axes/유동성", - "status": "derived", - "detail": "위험점수 31.83, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/173130/axes/현금흐름", - "status": "derived", - "detail": "위험점수 10.00, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/173130/axes/사업안정성", - "status": "derived", - "detail": "위험점수 26.13, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/173130/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-A", - "score": 13.32, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 14.03, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 14.15, - "grade": "A", - "pdEstimate": 0.06 - }, - { - "period": "2025", - "score": 7.4, - "grade": "AA", - "pdEstimate": 0.02 - }, - { - "period": "2024", - "score": 15.6, - "grade": "A", - "pdEstimate": 0.06 - }, - { - "period": "2023", - "score": 14.53, - "grade": "A", - "pdEstimate": 0.06 - }, - { - "period": "2022", - "score": 43.73, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2021", - "score": 11.88, - "grade": "A+", - "pdEstimate": 0.04 - }, - { - "period": "2020", - "score": 12.25, - "grade": "A+", - "pdEstimate": 0.04 - }, - { - "period": "2019", - "score": 35.05, - "grade": "BB+", - "pdEstimate": 0.75 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-2", - "pdEstimate": 0.06, - "notchAdjustment": null, - "divergenceExplanation": [ - "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.05%). 최근 주가 하락이 반영된 결과", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -904,14 +599,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1021,186 +716,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "173130", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "medium", - "score": 65.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": 0.563, - "direction": "positive", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": 0.08, - "direction": "neutral", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.0, - "direction": "neutral", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.563 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.0 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1211,10 +726,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1230,10 +745,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,10 +772,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1271,7 +786,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +794,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1295,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1439,8 +954,7 @@ } }, "statusCounts": { - "partial": 3, - "usable": 2 + "partial": 3 }, "gaps": [ { @@ -1451,11 +965,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1500,11 +1012,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1535,8 +1045,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/173940.json b/landing/lenses/173940.json index 78b4a33396d7730446889f5ef95c975e8b715b54..330c65bdcbacabd56e7a01b9d813e7e3f93bd9fd 100644 --- a/landing/lenses/173940.json +++ b/landing/lenses/173940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1389,7 +1389,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1411,7 +1411,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1429,15 +1429,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/174880.json b/landing/lenses/174880.json index a641f2417aeb24ee10ebe342a24a99bf56168662..ce392d2a41f9ba70d0b53ec8f5a51753fcb7ba92 100644 --- a/landing/lenses/174880.json +++ b/landing/lenses/174880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-13", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,7 +1114,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-13", "period": "2025", "status": "derived", @@ -1136,7 +1136,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-13", "period": "2025", "status": "observed", @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/174900.json b/landing/lenses/174900.json index 319ea50db7f6f3407dfb5a7149da9cf66664745f..8d39c5754fe5bf93275f0f719030265c9a3ed515 100644 --- a/landing/lenses/174900.json +++ b/landing/lenses/174900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -971,10 +971,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1043,7 +1043,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1111,10 +1111,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1130,10 +1130,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/175140.json b/landing/lenses/175140.json index 02d1135864fb5a47f3d9360be39e73d3d982cc18..ad45e05e5a80d730803bc7817fd6ac27593227de 100644 --- a/landing/lenses/175140.json +++ b/landing/lenses/175140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/175250.json b/landing/lenses/175250.json index 7abf3b8b8ac7f54d12c56e81e72441c77bbaa31f..579d8d410eb9f92c645d2ec5ab7b9ae258e5cd51 100644 --- a/landing/lenses/175250.json +++ b/landing/lenses/175250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/175330.json b/landing/lenses/175330.json index c3dd3f377ddd3f0922bb095a20c0c64097cfd29d..f6d4fe963966949e960c476fa3420d88c7fb3588 100644 --- a/landing/lenses/175330.json +++ b/landing/lenses/175330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -690,8 +690,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/176750.json b/landing/lenses/176750.json index 5b23f244e1e9c9877a8cd78bf0b3f2719b1dd51c..46880ca5ccbe47728ac42bd73b3e7aae4f1a95b2 100644 --- a/landing/lenses/176750.json +++ b/landing/lenses/176750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/177350.json b/landing/lenses/177350.json index c5bfc3bf6033d1a796a134ac57a2eba01fbb8fba..40da0ef1d2d26aacb96087a4e02f27734b3b0127 100644 --- a/landing/lenses/177350.json +++ b/landing/lenses/177350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -824,7 +824,7 @@ "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 40.15, + "score": 40.19, "assumptions": { "scenarioStress": "moderate" } @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 29.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1195,13 +1195,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/177830.json b/landing/lenses/177830.json index c57a0ca9eec97f24dc13708afb2290dab22fa44b..53368554f8b536d6db7749f81fafd48459d41332 100644 --- a/landing/lenses/177830.json +++ b/landing/lenses/177830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 23.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 25.91, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 23.66, + "score": 25.91, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 24.64, + "score": 26.89, "assumptions": { "scenarioStress": "moderate" } @@ -908,6 +908,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ + "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -922,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1095,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/177900.json b/landing/lenses/177900.json index 5b52b08fb99067e68d442525e7fd9fdce3546f10..01f4e7471064a31ce1ca6410eed6365003e1ed9f 100644 --- a/landing/lenses/177900.json +++ b/landing/lenses/177900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,10 +712,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/178320.json b/landing/lenses/178320.json index 8e959294fde36353dfd5d1868b8f722972e3137a..c3530785abc43340c31151f2ac98bbe811eb0038 100644 --- a/landing/lenses/178320.json +++ b/landing/lenses/178320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/178780.json b/landing/lenses/178780.json index 87f8b1fab8ba4184d38b10308b8a1f6d929f90c4..8768d688991b17a934851a5c82570687584cc99a 100644 --- a/landing/lenses/178780.json +++ b/landing/lenses/178780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/178920.json b/landing/lenses/178920.json index 63f8ae724947fa5629d0c3f01e86cbf8b09b0a15..52cc69e8725cb5aa13b0845185f0bf3b35b70cda 100644 --- a/landing/lenses/178920.json +++ b/landing/lenses/178920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/179290.json b/landing/lenses/179290.json index 179af90e285bda1dafbaad5adb064501e923d07a..54fb25196e6765df4e6a9262f1a316044b1264d5 100644 --- a/landing/lenses/179290.json +++ b/landing/lenses/179290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2022", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/179530.json b/landing/lenses/179530.json index 8a33e898707bb84b580d884325b45389d21f9800..d23991527ca27f0179ad28d689af0a540e32b225 100644 --- a/landing/lenses/179530.json +++ b/landing/lenses/179530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -514,18 +514,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 51.53, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 52.35, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -710,14 +710,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 51.53, + "score": 52.35, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 52.7, + "score": 53.34, "assumptions": { "scenarioStress": "moderate" } @@ -807,14 +807,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -934,19 +934,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -967,8 +967,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -980,7 +980,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1013,17 +1013,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1033,7 +1033,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1058,7 +1058,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1086,13 +1086,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1101,7 +1101,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1114,10 +1114,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1133,10 +1133,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,10 +1160,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/179720.json b/landing/lenses/179720.json index 9afb5a9dccbfbb8b266fe94d282fbc3da9b94df8..62ebf618ed8c619559e65c67204d58f9bbc23c7f 100644 --- a/landing/lenses/179720.json +++ b/landing/lenses/179720.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/179900.json b/landing/lenses/179900.json index 0d793667d7a781bb980fc1b156273ac009b106b7..8e69422e41d74a5c49d6be65fbe9176e760a4f1b 100644 --- a/landing/lenses/179900.json +++ b/landing/lenses/179900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/180060.json b/landing/lenses/180060.json index 79a67865d9dad83431d5fbc3f1c24f0937aad757..fd8232d90d5a3e6d56124403ab8f84e1dcf0f791 100644 --- a/landing/lenses/180060.json +++ b/landing/lenses/180060.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/180400.json b/landing/lenses/180400.json index 609d760c64db4c5794a7642f9648b708bc6ba218..990c431fa7d386a696e4688c61dc234894ed37b5 100644 --- a/landing/lenses/180400.json +++ b/landing/lenses/180400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/180640.json b/landing/lenses/180640.json index 46afc0321c83af6c7bb4122d46bf31afc67a9a17..549ef077a702022b538062ee99021255b43754ce 100644 --- a/landing/lenses/180640.json +++ b/landing/lenses/180640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -936,7 +936,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/181710.json b/landing/lenses/181710.json index 9a81ecbe545d9e18874eb5889cc63a3418e9394c..091382e57de7809af6a9761730ecff4e3377d35e 100644 --- a/landing/lenses/181710.json +++ b/landing/lenses/181710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 13.96, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 16.93, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 13.96, + "grade": "dCR-A-", + "score": 16.93, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 14.93, + "grade": "dCR-A-", + "score": 17.94, "assumptions": { "scenarioStress": "moderate" } @@ -905,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/182360.json b/landing/lenses/182360.json index 291fac7bd414def37af8fb9bea94d1869b50ff6c..08bf05031d18c2a1eebcf206c6ea54ed4eb891b3 100644 --- a/landing/lenses/182360.json +++ b/landing/lenses/182360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,7 +927,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.17%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1070,19 +1070,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1103,8 +1103,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1116,7 +1116,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,17 +1149,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1194,7 +1194,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1228,7 +1228,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1237,7 +1237,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1250,10 +1250,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1269,10 +1269,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1472,12 +1472,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:604d6d3ed711", + "target": "182360", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.25 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/182400.json b/landing/lenses/182400.json index 36897d4a1c9521ce2659f3553296848b8fd0b296..b5d846bfe95d28db6b8d624a7f0e727240a8bc6f 100644 --- a/landing/lenses/182400.json +++ b/landing/lenses/182400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-02-13", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-02-13", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-02-13", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,10 +1197,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1215,10 +1215,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1531,7 +1531,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1553,7 +1553,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1571,7 +1571,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-02-13", "period": "2025", "status": "observed", diff --git a/landing/lenses/183190.json b/landing/lenses/183190.json index 9658c736a9e5c296cb7d6838096928f277cc768d..845f1fe12bd6529e344cfd01f6c782a2830c79fa 100644 --- a/landing/lenses/183190.json +++ b/landing/lenses/183190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -608,317 +608,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "183190", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-06" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 30.50, 전망 안정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 13.81, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 1.38, - "sourceRef": "axes.사업안정성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 37.63, - "unit": "riskScore", - "direction": "negative", - "weight": 30, - "contribution": 11.29, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 34.91, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 5.24, - "sourceRef": "axes.자본구조" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 레버리지 부담이 있다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/183190/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 보통 수준이다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/183190/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 소재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/183190/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 적정 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/183190/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/183190/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 37.63, 가중치 30%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/183190/axes/자본구조", - "status": "derived", - "detail": "위험점수 34.91, 가중치 15%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/183190/axes/유동성", - "status": "derived", - "detail": "위험점수 20.55, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/183190/axes/현금흐름", - "status": "derived", - "detail": "위험점수 29.14, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/183190/axes/사업안정성", - "status": "derived", - "detail": "위험점수 13.81, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/183190/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-BBB", - "score": 30.5, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 31.54, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 20.43, - "grade": "BBB+", - "pdEstimate": 0.15 - }, - { - "period": "2025", - "score": 37.65, - "grade": "BB", - "pdEstimate": 1.5 - }, - { - "period": "2024", - "score": 22.65, - "grade": "BBB", - "pdEstimate": 0.25 - }, - { - "period": "2023", - "score": 20.94, - "grade": "BBB+", - "pdEstimate": 0.15 - }, - { - "period": "2022", - "score": 29.92, - "grade": "BBB-", - "pdEstimate": 0.4 - }, - { - "period": "2021", - "score": 28.61, - "grade": "BBB-", - "pdEstimate": 0.4 - }, - { - "period": "2020", - "score": 15.04, - "grade": "A", - "pdEstimate": 0.06 - }, - { - "period": "2019", - "score": 18.04, - "grade": "A-", - "pdEstimate": 0.08 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 0.25, - "notchAdjustment": { - "totalNotch": 1, - "reasons": [ - "CAPEX집약 OCF양수 (투자 사이클)" - ] - }, - "divergenceExplanation": [ - "채무상환능력 축이 38점으로 등급 하방 압력", - "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.08%). 최근 주가 하락이 반영된 결과", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -929,14 +618,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1046,186 +735,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "183190", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." - }, - "confidence": { - "level": "high", - "score": 100.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": -0.85, - "direction": "negative", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": -0.185, - "direction": "neutral", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.25, - "direction": "positive", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.85 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "overOptimism" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.25 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "overOptimism" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1236,10 +745,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +764,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +787,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +795,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1381,7 +890,7 @@ }, "statusCounts": { "partial": 2, - "usable": 3 + "usable": 1 }, "gaps": [ { @@ -1392,11 +901,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1441,11 +948,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1458,88 +963,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5908551d7b34", - "target": "183190", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/183300.json b/landing/lenses/183300.json index 6e4dc705e9166a61a6773afa98eb4e7e673fbb09..936722d9c915d437967de3bb8e80303913f59105 100644 --- a/landing/lenses/183300.json +++ b/landing/lenses/183300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/183350.json b/landing/lenses/183350.json index f408b93409ef03b01a4f844c2046fcd727f9c0a0..ee6da4290bdf015f44fa639cb5e472cba352b8c7 100644 --- a/landing/lenses/183350.json +++ b/landing/lenses/183350.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/183490.json b/landing/lenses/183490.json index 0f612c704024a74ee7e2806cac4036badd74a7f3..867ed27eae4d2ad3f45663023f29ffa224b59633 100644 --- a/landing/lenses/183490.json +++ b/landing/lenses/183490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1058,7 +1058,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1380,7 +1380,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1402,7 +1402,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1420,7 +1420,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", diff --git a/landing/lenses/184230.json b/landing/lenses/184230.json index 39f8ceeaea36132afeef8b57a14d4bc7f6fa2593..bb84ce66558cf7d8a19114e8ec7439db5e940947 100644 --- a/landing/lenses/184230.json +++ b/landing/lenses/184230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,15 +1057,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5157e31dd896", - "target": "184230", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/185190.json b/landing/lenses/185190.json index 45483675908deaf6cd8aaa528aac00bb3530c8b2..ba04a041c5da3f7021b02b5625493edf443658b7 100644 --- a/landing/lenses/185190.json +++ b/landing/lenses/185190.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -333,7 +333,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/185490.json b/landing/lenses/185490.json index 1fe753aff655dc5cf3aa5128cac680769bc66c42..f78aeae41a15a66a452095276acb02965f64dd1e 100644 --- a/landing/lenses/185490.json +++ b/landing/lenses/185490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -933,8 +933,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -954,8 +954,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -982,7 +982,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1063,10 +1063,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1086,7 +1086,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1094,7 +1094,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/185750.json b/landing/lenses/185750.json index c75b0803fd350dc1199ef5ec8a8aa41159987759..ccb77a9c77e1f8e35632e1ed7675e1e4edecdb41 100644 --- a/landing/lenses/185750.json +++ b/landing/lenses/185750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/186230.json b/landing/lenses/186230.json index 62d7cb0ee164f9c391c98a7c96502a03efd2418a..4a66b58d1bf37927241668df6817afdc26edf4ba 100644 --- a/landing/lenses/186230.json +++ b/landing/lenses/186230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -590,18 +590,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 37.48, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 41.62, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,14 +786,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 37.48, + "score": 41.62, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 38.05, + "grade": "dCR-BB-", + "score": 42.16, "assumptions": { "scenarioStress": "moderate" } @@ -809,6 +809,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -875,6 +880,7 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +4.6점 하향 (PD 10.84%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -890,14 +896,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1017,19 +1023,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1050,8 +1056,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1063,7 +1069,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,17 +1102,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1141,7 +1147,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1175,7 +1181,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1184,7 +1190,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1197,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1216,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1419,88 +1425,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:581e85359d27", - "target": "186230", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.42 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/187220.json b/landing/lenses/187220.json index f4607a3ee4ba87818d509cb1877214c1765cb476..a3970c52cc2d40413f675925d3839dd8a568ac86 100644 --- a/landing/lenses/187220.json +++ b/landing/lenses/187220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 73점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 13.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 13.38%). 최근 주가 하락이 반영된 결과", "D/EBITDA 124.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187270.json b/landing/lenses/187270.json index 1d3eeec41d11668ffda28fa4c4d94f8ac4183226..100c60f1b0bd9c8dd8945c24872e2d54b7560e01 100644 --- a/landing/lenses/187270.json +++ b/landing/lenses/187270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187420.json b/landing/lenses/187420.json index 92716de646ed89e7c3b9d30eb11ccd04775cad1b..3e0b83651e5fc84a69fe976fdbdb294b9a6a746b 100644 --- a/landing/lenses/187420.json +++ b/landing/lenses/187420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,15 +1055,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,12 +1457,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:22678116d406", + "target": "187420", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/187660.json b/landing/lenses/187660.json index 7d191127ab02817b98782c34d4952b11f1ee6e45..e4c8ff6796e6848ef23a86b958795ab00469234d 100644 --- a/landing/lenses/187660.json +++ b/landing/lenses/187660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -507,18 +507,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 39.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 39.25, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -703,14 +703,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 39.66, + "score": 39.25, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 40.54, + "score": 40.28, "assumptions": { "scenarioStress": "moderate" } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -920,19 +920,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -946,8 +946,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,17 +991,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1011,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1068,7 +1068,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1077,7 +1077,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187790.json b/landing/lenses/187790.json index ff62f87b6ed4e861d0802ca81795cf9f9043cc1a..1ebb5f648faa393e75191f6d45430bfbe8942e87 100644 --- a/landing/lenses/187790.json +++ b/landing/lenses/187790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1602,88 +1602,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8a869320e9cb", - "target": "187790", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.891 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/187870.json b/landing/lenses/187870.json index f99eef9eef3f630e4d00b819630f9967c676269b..95fc26977cdba95dcedcbcae2287010edfeccdea 100644 --- a/landing/lenses/187870.json +++ b/landing/lenses/187870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/188040.json b/landing/lenses/188040.json index 02d91de662e140314b4bfc27d9c6ddf4f1cd71a7..c383477d8748decf41486f0e39a2b15cf95d7c4b 100644 --- a/landing/lenses/188040.json +++ b/landing/lenses/188040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,10 +712,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/188260.json b/landing/lenses/188260.json index 56d342786d6a888efab4cb0e33d790f61786bd83..4a6f45b0b72c5721ef55461301fad1e9c02a09e5 100644 --- a/landing/lenses/188260.json +++ b/landing/lenses/188260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -417,14 +417,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -539,10 +539,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -571,8 +571,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -589,10 +589,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -602,7 +602,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -611,7 +611,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -679,10 +679,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -725,10 +725,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -743,10 +743,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -757,7 +757,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -765,7 +765,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -781,7 +781,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -797,7 +797,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189300.json b/landing/lenses/189300.json index 0897689ed42a8f6f9249ce46c0b946fccd8e142c..bf8caea6d9462062ac44dd58917c666c8845c618 100644 --- a/landing/lenses/189300.json +++ b/landing/lenses/189300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189330.json b/landing/lenses/189330.json index bc1fd5e52fb581be935fbbd1030de95ac5c5ef17..8e6dd62c312a980f67879b0783aab677a7fb0d1c 100644 --- a/landing/lenses/189330.json +++ b/landing/lenses/189330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -896,7 +896,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -916,8 +916,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -938,8 +938,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1049,10 +1049,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1072,7 +1072,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1080,7 +1080,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189690.json b/landing/lenses/189690.json index 39b335b54bfc4891e569c25a92127b66f8f1980a..5879803d99dd99760545eff7eb49cb8f41ee9b47 100644 --- a/landing/lenses/189690.json +++ b/landing/lenses/189690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -50,10 +50,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -163,7 +163,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -214,7 +214,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -265,7 +265,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -316,7 +316,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1029,19 +1029,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1062,8 +1062,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1075,7 +1075,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1108,17 +1108,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1187,7 +1187,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1196,7 +1196,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189860.json b/landing/lenses/189860.json index 07763bc97790948eb1042188cd0ecfe21f0cb9ed..b8ed231c81f99ddf36477a4bfa4a08b1fc66d900 100644 --- a/landing/lenses/189860.json +++ b/landing/lenses/189860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 39.69, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 37.44, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 39.69, + "score": 37.44, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 40.37, + "score": 38.12, "assumptions": { "scenarioStress": "moderate" } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189980.json b/landing/lenses/189980.json index ca90b2a46881c8ec2fb05d4478f857d331971cba..dfa7f1afe92620854f5c4342617e772799343dd0 100644 --- a/landing/lenses/189980.json +++ b/landing/lenses/189980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/190510.json b/landing/lenses/190510.json index df9760ea190b4a0ac9e624168f1453dc61bb7d61..76dde392c244c36b913d567676e0d14b52a76fe8 100644 --- a/landing/lenses/190510.json +++ b/landing/lenses/190510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/190650.json b/landing/lenses/190650.json index f660411f0ceceb221265f0c58ef66e29ae130e6e..69922896e7aa77b9fe6ca712e0f5c07e8062a31e 100644 --- a/landing/lenses/190650.json +++ b/landing/lenses/190650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -655,8 +655,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/191410.json b/landing/lenses/191410.json index 8b7a62312a538886791cb2323947ff5bb4e4060d..1c4ed8cee3f2b606b689ebfc939c3a596fb81315 100644 --- a/landing/lenses/191410.json +++ b/landing/lenses/191410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,312 +611,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "191410", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-06" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 48.83, 전망 긍정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 25.0, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 3.75, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 56.24, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 14.06, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 49.54, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 7.43, - "sourceRef": "axes.유동성" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 레버리지 부담이 있다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/191410/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 보통 수준이다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/191410/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/191410/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 부족하여 차환/유동성 위험이 높다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/191410/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/191410/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 56.24, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/191410/axes/자본구조", - "status": "derived", - "detail": "위험점수 36.79, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/191410/axes/유동성", - "status": "derived", - "detail": "위험점수 49.54, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/191410/axes/현금흐름", - "status": "derived", - "detail": "위험점수 25.00, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/191410/axes/사업안정성", - "status": "derived", - "detail": "위험점수 40.49, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/191410/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-B+", - "score": 48.83, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 50.13, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 40.93, - "grade": "BB", - "pdEstimate": 1.5 - }, - { - "period": "2025", - "score": 50.98, - "grade": "B+", - "pdEstimate": 4.0 - }, - { - "period": "2024", - "score": 67.67, - "grade": "B-", - "pdEstimate": 10.0 - }, - { - "period": "2023", - "score": 29.45, - "grade": "BBB-", - "pdEstimate": 0.4 - }, - { - "period": "2022", - "score": 37.61, - "grade": "BB", - "pdEstimate": 1.5 - }, - { - "period": "2021", - "score": 44.77, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2020", - "score": 66.93, - "grade": "B-", - "pdEstimate": 10.0 - }, - { - "period": "2019", - "score": 52.15, - "grade": "B+", - "pdEstimate": 4.0 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 4.0, - "notchAdjustment": null, - "divergenceExplanation": [ - "채무상환능력 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 15.79%). 최근 주가 하락이 반영된 결과", - "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -927,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1044,186 +738,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "191410", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." - }, - "confidence": { - "level": "high", - "score": 100.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": 0.541, - "direction": "positive", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": 1.0, - "direction": "positive", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.25, - "direction": "positive", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.541 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "confirmation" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.25 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "confirmation" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1234,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +790,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1379,7 +893,7 @@ }, "statusCounts": { "partial": 2, - "usable": 3 + "usable": 1 }, "gaps": [ { @@ -1390,11 +904,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1439,11 +951,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1460,8 +970,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/191420.json b/landing/lenses/191420.json index 311452b4f59ec4ea2ab4f4e708c6b657f981acae..e63c0e8df65efaaede8d1911137be4cc876d1c6c 100644 --- a/landing/lenses/191420.json +++ b/landing/lenses/191420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 48.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 48.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/191600.json b/landing/lenses/191600.json index f2005bd3ad1453a3f534125757533935f2430a21..85e367753f1afdd66c0a9cba73f1b8b571059c38 100644 --- a/landing/lenses/191600.json +++ b/landing/lenses/191600.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/192080.json b/landing/lenses/192080.json index fef7536f8dee6aefe1165779a2e6899bdc41ed64..aedd0f1b8fc775af09fc7ea9a93df698a75980d9 100644 --- a/landing/lenses/192080.json +++ b/landing/lenses/192080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192250.json b/landing/lenses/192250.json index e2aac8d7fbeed94055a0612ade5b88ce09dca6b8..de2bab1bc209117197f7c5e2fe4faaabe00cedd4 100644 --- a/landing/lenses/192250.json +++ b/landing/lenses/192250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192390.json b/landing/lenses/192390.json index 4353a2146fcd1433fbaca6761e269ddb28d4053b..1b7de0a841dd3023f6ecd7019f829e55d732b138 100644 --- a/landing/lenses/192390.json +++ b/landing/lenses/192390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:718590ba1362", + "target": "192390", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/192400.json b/landing/lenses/192400.json index 4e37420adf504779b85214a9e471c7bd1f76c05c..e58680c8c06b17d582722e8feb584828d91928d7 100644 --- a/landing/lenses/192400.json +++ b/landing/lenses/192400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192410.json b/landing/lenses/192410.json index bf144a0874756c397a4ad0b4f6558aac679dfeb9..9217d59b62e3bf4ca490651c9de57d0061b7007b 100644 --- a/landing/lenses/192410.json +++ b/landing/lenses/192410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192440.json b/landing/lenses/192440.json index 28764fe318f709be8fa1062f0a77831b7064ef12..1f9d63ddc003582651487f7d9d68498cdbe9b25d 100644 --- a/landing/lenses/192440.json +++ b/landing/lenses/192440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192520.json b/landing/lenses/192520.json index 3a6a313d148575bfc38577fa7cfb2b42a36a7051..dac5833751f5d05fbc375c94284dd251376b31b8 100644 --- a/landing/lenses/192520.json +++ b/landing/lenses/192520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192530.json b/landing/lenses/192530.json index faa2b13d17ae8e8c8ab506c1c3d8e3e12b590fa0..43f64cd0a0f0788827952c3f5a6d8c5cf9c746e3 100644 --- a/landing/lenses/192530.json +++ b/landing/lenses/192530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192650.json b/landing/lenses/192650.json index c9da45cca41345fb980aaacac4044dba3910cc05..f9fb6f4dbdeb9033917cef999b3252bc40cb7ceb 100644 --- a/landing/lenses/192650.json +++ b/landing/lenses/192650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192820.json b/landing/lenses/192820.json index dc91640bc9b83464e41ea715fd6460b338aea9c9..15cf008fb5a1e3d7decacd3e946add2543fc37e9 100644 --- a/landing/lenses/192820.json +++ b/landing/lenses/192820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/193250.json b/landing/lenses/193250.json index cc3873eaa1b89462d1118d85c25124e6bd6a85c5..19e7e2d7459efad794a3f9d697f5201390401ae2 100644 --- a/landing/lenses/193250.json +++ b/landing/lenses/193250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -894,19 +894,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -920,8 +920,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -933,7 +933,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -965,17 +965,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -985,7 +985,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1042,7 +1042,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1051,7 +1051,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1101,10 +1101,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1119,10 +1119,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194370.json b/landing/lenses/194370.json index 4383f54fc1161e2958807abd712313459d1be0af..e3187a954bfd0f4eb5487067394bebea9e74c91a 100644 --- a/landing/lenses/194370.json +++ b/landing/lenses/194370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194480.json b/landing/lenses/194480.json index fb9d866840d2bffa0931f54e20ff7fd4fc8d8e64..81fe0df972e5842e320c1a5ff708c4e4ba4e9ef8 100644 --- a/landing/lenses/194480.json +++ b/landing/lenses/194480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 89.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 92.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194510.json b/landing/lenses/194510.json index 050066c4873a5065cbbcc1fcab8ea03404f7796b..59b944602b12e1f97d6e131879c7c918ffd40ac6 100644 --- a/landing/lenses/194510.json +++ b/landing/lenses/194510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194610.json b/landing/lenses/194610.json index 362ba0c166c221fdfa2455f62f80c328759cf74e..e7ff9ca0369450d0ff0ea6f08194a484efe7ceaa 100644 --- a/landing/lenses/194610.json +++ b/landing/lenses/194610.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/194700.json b/landing/lenses/194700.json index 82c79d13a3ba9a3a405f0934e448d84c73ee6cda..494dbf86eb21547f36f66d591e49caf4d7c438a7 100644 --- a/landing/lenses/194700.json +++ b/landing/lenses/194700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1450,7 +1450,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1472,7 +1472,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1490,8 +1490,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/195500.json b/landing/lenses/195500.json index d8eaa50b237a3b3926d6346741b3071af290169c..4bee8985f172facc24c05c9842a972ddfa04608e 100644 --- a/landing/lenses/195500.json +++ b/landing/lenses/195500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -895,14 +895,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1022,10 +1022,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1041,8 +1041,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1072,10 +1072,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1085,7 +1085,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,10 +1208,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/195870.json b/landing/lenses/195870.json index 8d042a6a76ceaf0be460b8db36ce7f9aa793c831..418ae3cff187f3b2ca87159f68c9ebfdd98b55c4 100644 --- a/landing/lenses/195870.json +++ b/landing/lenses/195870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/195940.json b/landing/lenses/195940.json index 7e308145431e915a299ec97ecb48ce06d9a8cf82..ec60b97e4e2d5aeaa1c754a728af80ff811369bd 100644 --- a/landing/lenses/195940.json +++ b/landing/lenses/195940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1123,10 +1123,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1142,10 +1142,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/195990.json b/landing/lenses/195990.json index 1295a5ed75aa68ecbaed7bc81716e1238a71169f..b30b7fe6428c93df4ba4485d30a1ba590454fcf9 100644 --- a/landing/lenses/195990.json +++ b/landing/lenses/195990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 69.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 72.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/196170.json b/landing/lenses/196170.json index 6ab20b011f629730388413afc6006b361467329d..94a33b03ac92ab574266a167e505b13bbcbbdc88 100644 --- a/landing/lenses/196170.json +++ b/landing/lenses/196170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:fdf2cc9f15cf", + "target": "196170", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/196300.json b/landing/lenses/196300.json index 399fa990cfc7f6715c53ec071dc99a0bea2601d9..82e353f42814cbce1c8d69e5c7e91f0be325bd96 100644 --- a/landing/lenses/196300.json +++ b/landing/lenses/196300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -534,312 +534,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "196300", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": { - "latestPeriod": "2023", - "retrievedAt": "2026-09-06" - }, - "period": "2023", - "knowledgeBoundary": "2026-09-06" - }, - "status": "usable", - "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 35.74, 전망 안정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 14.77, - "unit": "riskScore", - "direction": "positive", - "weight": 20, - "contribution": 2.95, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 65.0, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 9.75, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 61.17, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 15.29, - "sourceRef": "axes.채무상환능력" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 양호하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/196300/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/196300/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 건강관리 업종 기준 취약하여 즉각적인 개선이 요구된다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/196300/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 적정 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/196300/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/196300/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 61.17, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/196300/axes/자본구조", - "status": "derived", - "detail": "위험점수 14.77, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/196300/axes/유동성", - "status": "derived", - "detail": "위험점수 16.09, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/196300/axes/현금흐름", - "status": "derived", - "detail": "위험점수 65.00, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/196300/axes/사업안정성", - "status": "derived", - "detail": "위험점수 32.45, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/196300/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-BB+", - "score": 35.74, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 36.68, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.현금흐름" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 18.36, - "grade": "A-", - "pdEstimate": 0.08 - }, - { - "period": "2025", - "score": 15.75, - "grade": "A", - "pdEstimate": 0.06 - }, - { - "period": "2024", - "score": 36.95, - "grade": "BB+", - "pdEstimate": 0.75 - }, - { - "period": "2023", - "score": 44.87, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2022", - "score": 49.26, - "grade": "B+", - "pdEstimate": 4.0 - }, - { - "period": "2021", - "score": 29.04, - "grade": "BBB-", - "pdEstimate": 0.4 - }, - { - "period": "2020", - "score": 56.18, - "grade": "B", - "pdEstimate": 7.0 - }, - { - "period": "2019", - "score": 36.66, - "grade": "BB+", - "pdEstimate": 0.75 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-6", - "pdEstimate": 0.75, - "notchAdjustment": null, - "divergenceExplanation": [ - "현금흐름 축이 65점으로 등급 하방 압력", - "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 23.44%). 최근 주가 하락이 반영된 결과", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -850,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -967,146 +661,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "196300", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": null, - "knowledgeBoundary": "2026-09-06" - }, - "status": "partial", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "low", - "score": 34.7, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "price", - "label": "가격 반응", - "score": -0.5, - "direction": "negative", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": null, - "status": "derived", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": null, - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.5 - } - ], - "evidence": [ - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1117,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1136,10 +690,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +713,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +721,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1261,8 +815,8 @@ } }, "statusCounts": { - "partial": 3, - "usable": 2 + "partial": 2, + "usable": 1 }, "gaps": [ { @@ -1273,11 +827,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1322,25 +874,9 @@ "engine": "industry" }, { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings", - "engine": "quant" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise", - "engine": "quant" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1358,7 +894,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/196450.json b/landing/lenses/196450.json index df32ed404d9138d62c5f45837aa60104b59d6ba0..c4464087257bef1b1a9d5ed869bfdfdfedd67fab 100644 --- a/landing/lenses/196450.json +++ b/landing/lenses/196450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-20", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-20", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-20", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,7 +1503,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-20", "period": "2025", "status": "observed", diff --git a/landing/lenses/196490.json b/landing/lenses/196490.json index 88c4b67d917d3b982f4bf6eb672ceff39dd63a07..d06ed502cd7ecc8b9279b94cbc5ff8e1cc8102c3 100644 --- a/landing/lenses/196490.json +++ b/landing/lenses/196490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-06", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-06", "period": "2025", "status": "derived", @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-06", "period": "2025", "status": "observed", @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/196700.json b/landing/lenses/196700.json index 5e831e554721dbb3b2ab7c34d7a831c936b67789..bb76917a9715dd554a5276706e529a01e4a97129 100644 --- a/landing/lenses/196700.json +++ b/landing/lenses/196700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/197140.json b/landing/lenses/197140.json index f186331e0a3f8a6559e198d35a03ed81bd78087e..e0d6dada5a76fbb96dcf4c488e17fd5cdb9bcfaa 100644 --- a/landing/lenses/197140.json +++ b/landing/lenses/197140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1032,19 +1032,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1058,8 +1058,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1071,7 +1071,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,17 +1103,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1180,7 +1180,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1189,7 +1189,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/198080.json b/landing/lenses/198080.json index 1eb6fad3eef490a486b7970979b6f3f5d01673d8..897d4c66a239d724fdaba0485d79773565cc2979 100644 --- a/landing/lenses/198080.json +++ b/landing/lenses/198080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -588,13 +588,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -886,14 +886,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1013,19 +1013,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1046,8 +1046,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1059,7 +1059,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,17 +1092,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1171,7 +1171,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1180,7 +1180,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1415,88 +1415,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:637f7f05b70e", - "target": "198080", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.74 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/198440.json b/landing/lenses/198440.json index ec4fa2ad8ecd8a360384d480d521b584070efb2f..612a770d79c174f862895b71a05189c4bc753723 100644 --- a/landing/lenses/198440.json +++ b/landing/lenses/198440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/198940.json b/landing/lenses/198940.json index 97388387bea39e35218826d00f57f465f95afd73..f587b4d6996b57712f6ff9948cf61fd36e0e85e9 100644 --- a/landing/lenses/198940.json +++ b/landing/lenses/198940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -773,7 +773,7 @@ "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 15.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.10%). 최근 주가 하락이 반영된 결과", "D/EBITDA 23.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -790,14 +790,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -917,10 +917,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -950,8 +950,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -963,7 +963,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1003,10 +1003,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1041,7 +1041,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1097,10 +1097,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1116,10 +1116,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199430.json b/landing/lenses/199430.json index 50e3b2940ff486ebd005c5c771fc626f9fe5771c..df9ca3f4ca2155c5188a5841c194d2221d8b2e81 100644 --- a/landing/lenses/199430.json +++ b/landing/lenses/199430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -489,18 +489,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 38.28, 전망 안정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 44.50, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,15 +683,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 38.28, + "grade": "dCR-BB-", + "score": 44.5, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 39.18, + "grade": "dCR-BB-", + "score": 45.34, "assumptions": { "scenarioStress": "moderate" } @@ -744,10 +744,11 @@ "weightCoverage": 85.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 10.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -762,14 +763,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -889,10 +890,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -922,7 +923,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -935,7 +936,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -955,8 +956,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -977,8 +978,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -988,7 +989,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1013,7 +1014,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1069,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1088,10 +1089,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1111,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1119,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199480.json b/landing/lenses/199480.json index 8b798923f0f35a10746b420b23960427c087ad37..fffa91ca218ea8431283a0e733a0663942ea62d7 100644 --- a/landing/lenses/199480.json +++ b/landing/lenses/199480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -700,19 +700,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -733,8 +733,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -779,17 +779,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -799,7 +799,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -824,7 +824,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -852,13 +852,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -867,7 +867,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -899,10 +899,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -930,7 +930,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199550.json b/landing/lenses/199550.json index 72134dfeaae22b597971c13fe49305d621eddf12..5268ccd49112f116c2812a5e4fe7e00572cd5722 100644 --- a/landing/lenses/199550.json +++ b/landing/lenses/199550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -892,19 +892,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -925,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,17 +971,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1050,7 +1050,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1059,7 +1059,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,12 +1301,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7ca36b73f99c", + "target": "199550", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/199730.json b/landing/lenses/199730.json index c26dd2bfed11b3282674d150c46d27f23c419021..162584ffc930c6420f0a9dec78c98a407f1004c2 100644 --- a/landing/lenses/199730.json +++ b/landing/lenses/199730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -235,13 +235,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -429,14 +429,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -556,10 +556,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -588,8 +588,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -608,8 +608,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -628,7 +628,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -696,10 +696,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -715,10 +715,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -738,7 +738,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199800.json b/landing/lenses/199800.json index 77f783179b49c4fea7f4114793251912bf4e2e01..0049a9885ab7acdecfe470e408b68036482b25fa 100644 --- a/landing/lenses/199800.json +++ b/landing/lenses/199800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -751,14 +751,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -878,10 +878,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -911,7 +911,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -924,7 +924,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -944,8 +944,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -977,7 +977,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1077,10 +1077,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199820.json b/landing/lenses/199820.json index be09bb7d30cb06e6a548746133f9beae7d766ecb..23c08a7a2860cccdc9e390f05ade44da8948b8c3 100644 --- a/landing/lenses/199820.json +++ b/landing/lenses/199820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -864,7 +864,7 @@ "divergenceExplanation": [ "현금흐름 축이 38점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1416,7 +1416,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1438,7 +1438,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1456,8 +1456,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/200130.json b/landing/lenses/200130.json index a631a493c064e31f5fc7a414d2e127c5fea5489e..975149112b2491869de70d5a836ae26fd34f64c3 100644 --- a/landing/lenses/200130.json +++ b/landing/lenses/200130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200230.json b/landing/lenses/200230.json index e40a58f45807b40e1f7073033617bbbd559e2a4b..cc818c5fdcefcc3d190ccd8a2953092d3c2a2a9c 100644 --- a/landing/lenses/200230.json +++ b/landing/lenses/200230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 307.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 275.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200350.json b/landing/lenses/200350.json index 8789f14f10d673e583a7aa05e7ab6fe047bc9667..128dc81ea4a818535ee24df41a8532630c70298b 100644 --- a/landing/lenses/200350.json +++ b/landing/lenses/200350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -710,14 +710,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -837,10 +837,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -870,8 +870,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -883,7 +883,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -903,8 +903,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -923,10 +923,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -936,7 +936,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -961,7 +961,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1036,10 +1036,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1059,7 +1059,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1067,7 +1067,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200470.json b/landing/lenses/200470.json index 57c4d3080d03f898537f3fd8dee1884a80191f4c..d5a57450a09bb6b7f04b046225f87c751c646f74 100644 --- a/landing/lenses/200470.json +++ b/landing/lenses/200470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200670.json b/landing/lenses/200670.json index 7678e8d9523f41f642a7b0a4a56e442802551b95..108874a15f4c8d967010933cf312de545096719f 100644 --- a/landing/lenses/200670.json +++ b/landing/lenses/200670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200710.json b/landing/lenses/200710.json index e213bda45f0b7f0ce7161300f6fe67d0a161b7be..60e0af428e20071eca89259f98f1ee12e94dc699 100644 --- a/landing/lenses/200710.json +++ b/landing/lenses/200710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200780.json b/landing/lenses/200780.json index e1bc1b4a0c3c7f5902d259b2a0e4a955227b098b..7ba25bcb093969404fa0740d1eecd1946abb7dd4 100644 --- a/landing/lenses/200780.json +++ b/landing/lenses/200780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200880.json b/landing/lenses/200880.json index 0f606a654738ca4bb00bf2a061ac31f55cb9c4e9..4c54fa8e3c4fbcbfabfbc4c491636ec15d7d13f9 100644 --- a/landing/lenses/200880.json +++ b/landing/lenses/200880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/201490.json b/landing/lenses/201490.json index 3625849e66adab402769513e6abae912cdffecba..a140712541eaf59b47f324d51bbb64406a664141 100644 --- a/landing/lenses/201490.json +++ b/landing/lenses/201490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/203400.json b/landing/lenses/203400.json index e1d07a0145930ee42edc281e841783d239c2a2f1..0da8476f7712d1257e4fa22775b1078f59dffd69 100644 --- a/landing/lenses/203400.json +++ b/landing/lenses/203400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -781,7 +781,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 295.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 295.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -796,14 +796,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -923,10 +923,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-14", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -989,7 +989,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-14", "period": "2025", "status": "derived", @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-14", "period": "2025", "status": "observed", @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1355,7 +1355,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1373,7 +1373,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-14", "period": "2025", "status": "observed", diff --git a/landing/lenses/203450.json b/landing/lenses/203450.json index d500d9618a0c8d06c0f5c8154ec9e66586b5dd73..c5c6c081c00dae5a68744912adc142c9046a60d5 100644 --- a/landing/lenses/203450.json +++ b/landing/lenses/203450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 37.12, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 34.87, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 37.12, + "grade": "dCR-BB+", + "score": 34.87, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 37.82, + "grade": "dCR-BB+", + "score": 35.57, "assumptions": { "scenarioStress": "moderate" } @@ -906,7 +906,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 75점으로 등급 하방 압력", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,10 +1133,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/203650.json b/landing/lenses/203650.json index 803a82be688f3924683ced8403304394ff1a2963..2c22210e7a0578aa01ac3e2c464d94efafc78473 100644 --- a/landing/lenses/203650.json +++ b/landing/lenses/203650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/203690.json b/landing/lenses/203690.json index 2673df47bb6a302a296055095cdc3b304d6da6f6..f77c92f2d7acff60c53d4f32f9926d3e1c24c594 100644 --- a/landing/lenses/203690.json +++ b/landing/lenses/203690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-07", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-07", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-07", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204020.json b/landing/lenses/204020.json index 5a5170027e74e807372c82f509a49b27df97ed71..f98e5f6d2699f61abdf528dc4c3fb5277309f9c8 100644 --- a/landing/lenses/204020.json +++ b/landing/lenses/204020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,10 +1130,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204210.json b/landing/lenses/204210.json index 7a418b28e294deb5fd3ed9f3897fdaea64a6a0b3..293526fa900d894880bf9169e243f3ef6591536a 100644 --- a/landing/lenses/204210.json +++ b/landing/lenses/204210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -758,14 +758,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -926,7 +926,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-11", "period": "2025", "status": "derived", @@ -968,7 +968,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-11", "period": "2025", "status": "observed", @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1079,10 +1079,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,10 +1106,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1124,10 +1124,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1162,7 +1162,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204270.json b/landing/lenses/204270.json index 7f34e95c6b638dba66f7c82d0ff6eb0cf63069e4..5afe6d36b0b327ed7f54fcc31b28b461f585ad78 100644 --- a/landing/lenses/204270.json +++ b/landing/lenses/204270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,7 +874,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 17.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 14.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1049,7 +1049,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1426,7 +1426,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1448,7 +1448,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1466,15 +1466,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/204320.json b/landing/lenses/204320.json index eae7e484627bb060497f86ce97b9a059384a2e61..c537e51d1c83d74561aeb986f4d5d0a9c9e24e97 100644 --- a/landing/lenses/204320.json +++ b/landing/lenses/204320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1599,88 +1599,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3a2b2ef048a7", - "target": "204320", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.594 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/204610.json b/landing/lenses/204610.json index b88c7b07fdf9af3dce84ccef4a9232d25e1d52bc..6c9e1af935a8bb843dbffa02ffc337040c412aaa 100644 --- a/landing/lenses/204610.json +++ b/landing/lenses/204610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204620.json b/landing/lenses/204620.json index c354f1e0312334b83125112d22519c5da9879233..79944920cf89331662d6cd3221652a2ed212b333 100644 --- a/landing/lenses/204620.json +++ b/landing/lenses/204620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204630.json b/landing/lenses/204630.json index db992dba1b524e61b8021f6cb09a719b8049f7cd..cd159194d6022b980bb276d6f79c52e3ef1a1b58 100644 --- a/landing/lenses/204630.json +++ b/landing/lenses/204630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-17", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-17", "period": "2024", "status": "derived", @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-17", "period": "2024", "status": "observed", @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,10 +1199,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1217,10 +1217,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204840.json b/landing/lenses/204840.json index bcdfbb3a9452fabfed7b6bc9401343a50de26d4a..ec396510e278a80c78d413a77300066d65198562 100644 --- a/landing/lenses/204840.json +++ b/landing/lenses/204840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,18 +547,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 40.55, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 42.80, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,15 +742,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 40.55, + "grade": "dCR-BB-", + "score": 42.8, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 41.27, + "grade": "dCR-BB-", + "score": 43.52, "assumptions": { "scenarioStress": "moderate" } @@ -833,7 +833,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 58점으로 등급 하방 압력", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/205100.json b/landing/lenses/205100.json index 67c427ecb46dbe81c706a679f442a437c3090aa6..37ef38d37c5a7a5efb193245546ec4b70eb740d8 100644 --- a/landing/lenses/205100.json +++ b/landing/lenses/205100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/205470.json b/landing/lenses/205470.json index fa10856f27a710a5b81f34e8786f5e22608eae17..a2d425a4dbc07543fc78f3a2a9b5d8a141ed7782 100644 --- a/landing/lenses/205470.json +++ b/landing/lenses/205470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -612,18 +612,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 22.74, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 24.74, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,14 +808,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 22.74, + "score": 24.74, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 22.97, + "score": 24.97, "assumptions": { "scenarioStress": "moderate" } @@ -902,7 +902,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/205500.json b/landing/lenses/205500.json index 0c81aa8b85179beab64f7fbe79d5edbf9fbc45ce..723df37d214a6f26d0d012ed481a377d66a0535d 100644 --- a/landing/lenses/205500.json +++ b/landing/lenses/205500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206400.json b/landing/lenses/206400.json index 6f8d0746c0d5e8a8f126f17e1f42d73bea8b2a74..8fb4ceae17ab3f7bb94bbf19aa16581ff4cfbaa1 100644 --- a/landing/lenses/206400.json +++ b/landing/lenses/206400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 23.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206560.json b/landing/lenses/206560.json index 082f44d0569f20ba37936ee2903176bd2a1751e6..e262e231e5cdb1f39cb316fb0bbff7cdc62b93ba 100644 --- a/landing/lenses/206560.json +++ b/landing/lenses/206560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 64.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 64.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206640.json b/landing/lenses/206640.json index 5f3dda5bc6570d1e118751dbb166d4f1fa488240..00eb9ac15e6ee0ad9f93f8d961262ef42e52d875 100644 --- a/landing/lenses/206640.json +++ b/landing/lenses/206640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206650.json b/landing/lenses/206650.json index 715b3c84c61d4864eef6b1887dc3bcfd8d1d006e..e8bd7db93ccfb2004c8fa74e29571e478b9bb87b 100644 --- a/landing/lenses/206650.json +++ b/landing/lenses/206650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/207760.json b/landing/lenses/207760.json index 93f20510f28646f225077a4d8d0355c5d1403f13..e72f0b22b81f3b6efdb9852397ba95308fe2c3e6 100644 --- a/landing/lenses/207760.json +++ b/landing/lenses/207760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/207940.json b/landing/lenses/207940.json index 0fdd534c132a4b49209ffbc556cc82ddb7bf55df..9fc46b8d1c6d2da7d78b860d68627ee51bd76d41 100644 --- a/landing/lenses/207940.json +++ b/landing/lenses/207940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/208140.json b/landing/lenses/208140.json index f3efcd7e9fbc646cb3787f5f03aa965a30f07a1f..6cbbe9e3e01b6d2fc3610cb4eef31be08f32c5aa 100644 --- a/landing/lenses/208140.json +++ b/landing/lenses/208140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1552,88 +1552,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1cd558756ba1", - "target": "208140", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.768 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/208340.json b/landing/lenses/208340.json index 87b4d5e1450057f66b5cd7a611e815c96b925347..03578ab3c4a6bed212b10470a720aa4823e373e6 100644 --- a/landing/lenses/208340.json +++ b/landing/lenses/208340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -48,10 +48,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -150,7 +150,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -199,7 +199,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -248,7 +248,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -944,10 +944,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-26", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -990,7 +990,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-26", "period": "2025", "status": "derived", @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-26", "period": "2025", "status": "observed", @@ -1124,10 +1124,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1143,10 +1143,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,10 +1170,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1188,10 +1188,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208350.json b/landing/lenses/208350.json index 5415ed2ae135b6570c625064122acb54539aedad..98e2da2f976b0aa1b21f47270cb5cd5d8c882f51 100644 --- a/landing/lenses/208350.json +++ b/landing/lenses/208350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,18 +611,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 13.12, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 15.56, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,14 +807,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 13.12, + "score": 15.56, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 13.76, + "grade": "dCR-A-", + "score": 16.25, "assumptions": { "scenarioStress": "moderate" } @@ -830,6 +830,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -901,6 +906,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1042,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1075,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1088,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1166,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1241,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208370.json b/landing/lenses/208370.json index f04d63d5161a7b58aabaededb837c6cda3f8c8e7..8e8111290c550d54dd99daca7a2cc815bb5fe07c 100644 --- a/landing/lenses/208370.json +++ b/landing/lenses/208370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 68.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 76.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208640.json b/landing/lenses/208640.json index 1fc5bc79baf2d34df287c26bc2e154ab942e3964..43cdf9e2b80f0b5b0b2727ffa5d60cda12988666 100644 --- a/landing/lenses/208640.json +++ b/landing/lenses/208640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -927,8 +927,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,10 +980,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208710.json b/landing/lenses/208710.json index effda125cf67b2551ac0ebc7fd7673fe585edec4..f7b0712b0fe1599f5bf963f2eb286c4000648dd8 100644 --- a/landing/lenses/208710.json +++ b/landing/lenses/208710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208860.json b/landing/lenses/208860.json index 3aed03d2a95edb954939b6d1371ff4a15c2f5381..837a259d51adc8b17d05556cdb1d0285358e1ca5 100644 --- a/landing/lenses/208860.json +++ b/landing/lenses/208860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-09-01", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-09-01", "period": null, "status": "derived", @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-09-01", "period": null, "status": "observed", @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/209640.json b/landing/lenses/209640.json index 199120a7a7dd2052e10c8cd60d269179ff743d96..19cbb90a53a6e9dab9f78e87c59b3b46b68f95db 100644 --- a/landing/lenses/209640.json +++ b/landing/lenses/209640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/210120.json b/landing/lenses/210120.json index 0a249d4a889d4241cfd2d6aea257edc44366414f..c2164427672c4e06c6b6e4ef7be8d39ff1955372 100644 --- a/landing/lenses/210120.json +++ b/landing/lenses/210120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016Q4", @@ -66,10 +66,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016Q4", @@ -177,7 +177,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -198,7 +198,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016Q4", @@ -244,7 +244,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -704,14 +704,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -831,10 +831,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -863,8 +863,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -883,8 +883,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -903,7 +903,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -971,10 +971,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -990,10 +990,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1013,7 +1013,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1021,7 +1021,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/210540.json b/landing/lenses/210540.json index 111cfb5146c6ac0edb4d613d337b15f578318e13..82559cb7b6168e51508ecdb7e5664a7a0ee3bfb1 100644 --- a/landing/lenses/210540.json +++ b/landing/lenses/210540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/210980.json b/landing/lenses/210980.json index eef2fefc5f867d7d0fa3537e32d162c75c0af67e..805ac06215ba1ba0939bd4da4c43d336370f92aa 100644 --- a/landing/lenses/210980.json +++ b/landing/lenses/210980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 79점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/211050.json b/landing/lenses/211050.json index 376829365c0e56ba62010effb5b190857110006b..64e6a5608b916dc2a58a4086fa0e096b2140d8ee 100644 --- a/landing/lenses/211050.json +++ b/landing/lenses/211050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -708,14 +708,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -881,7 +881,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -901,8 +901,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -923,8 +923,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -959,7 +959,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1057,7 +1057,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1065,7 +1065,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/211270.json b/landing/lenses/211270.json index e2d6ab27d99b8bfa3a1942e27e295e03c0ec724b..eb8d3a762cd5c2662f982ebee66ec6bd7ead3022 100644 --- a/landing/lenses/211270.json +++ b/landing/lenses/211270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/212310.json b/landing/lenses/212310.json index 7d7d3e907efb7133c99e6a0991cf1d315f09543f..6ee23e9ac13b01ccd89ce51260a04711cd3d8d8a 100644 --- a/landing/lenses/212310.json +++ b/landing/lenses/212310.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -407,10 +407,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -426,10 +426,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -449,7 +449,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -457,7 +457,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/212560.json b/landing/lenses/212560.json index 8ed52674ca1fc1a64637d340083a625124b6d76e..efafc8fd048773a72da5cbb06c332853554cfb99 100644 --- a/landing/lenses/212560.json +++ b/landing/lenses/212560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -629,18 +629,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 10.26, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA-", + "summary": "dCR 위험점수 9.26, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -824,15 +824,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 10.26, + "grade": "dCR-AA-", + "score": 9.26, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 12.36, + "score": 10.1, "assumptions": { "scenarioStress": "moderate" } @@ -848,6 +848,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -915,7 +920,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.04, + "pdEstimate": 0.03, "notchAdjustment": null, "divergenceExplanation": [ "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1078,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1114,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1131,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1218,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1254,10 +1259,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1268,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1300,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/212710.json b/landing/lenses/212710.json index 60fd7d358815847b95f31006aa4a9e0cb1d7dc13..77599207cba0d9948915ce4e10187bd9b501a8c5 100644 --- a/landing/lenses/212710.json +++ b/landing/lenses/212710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -778,10 +778,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -792,7 +792,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -800,7 +800,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -816,7 +816,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/213420.json b/landing/lenses/213420.json index 0bbd811fb096ac3538e3cbadbf0a0a4bb46240e5..48b2dcb4fd88207d4452cc8e1e0b530b9274d616 100644 --- a/landing/lenses/213420.json +++ b/landing/lenses/213420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/213500.json b/landing/lenses/213500.json index 75b1934c090511ec816ed29cadc85914124a9489..1be139076c6e65622c2b8eedd6c1528cb7a5d39d 100644 --- a/landing/lenses/213500.json +++ b/landing/lenses/213500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214150.json b/landing/lenses/214150.json index fdbad47f87866aeccbb4b2e5781420b746042fd9..8c4523f638676a86aaf0c9a9ab3e74d30f7665a5 100644 --- a/landing/lenses/214150.json +++ b/landing/lenses/214150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,7 +1451,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1473,7 +1473,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1491,8 +1491,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/214180.json b/landing/lenses/214180.json index 8f8cf4847512a14ae3c9c1b8f386a0a08b51f0e1..b6a2e72151313264df6fc583ced8e2036b0cee41 100644 --- a/landing/lenses/214180.json +++ b/landing/lenses/214180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214260.json b/landing/lenses/214260.json index 2f8ad516605ecc75819553be0aaa571d64aac26f..6952e56d8c46c8025198ab967edc75013e4bf5b4 100644 --- a/landing/lenses/214260.json +++ b/landing/lenses/214260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,7 +806,7 @@ "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1358,7 +1358,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1380,7 +1380,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1398,8 +1398,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/214270.json b/landing/lenses/214270.json index f5dfb0285cd485f41b9478f3677f2a1ada7c8e4d..12b3f3a89a41736762b0c7c721a76283188c3c7d 100644 --- a/landing/lenses/214270.json +++ b/landing/lenses/214270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 9.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 9.20%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214310.json b/landing/lenses/214310.json index fd7183992a01e4af3feddad6d487eeef6afc2533..c05511fa7d0c0cb4b94258fdd43345119f1a9066 100644 --- a/landing/lenses/214310.json +++ b/landing/lenses/214310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -888,10 +888,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -927,7 +927,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,10 +1084,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1102,10 +1102,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214320.json b/landing/lenses/214320.json index 2831529601694813b74920cd491a5020c0356f10..32de346b914bc5d85ce9780a94a6398275ed29d5 100644 --- a/landing/lenses/214320.json +++ b/landing/lenses/214320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,15 +1505,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/214330.json b/landing/lenses/214330.json index 2b174460f506d9d7723f86fd8cc6bad84b659796..042e9390f88a44d188b1de237ecb422b0a4027e5 100644 --- a/landing/lenses/214330.json +++ b/landing/lenses/214330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 8.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 8.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214370.json b/landing/lenses/214370.json index db4e56afe9aa799a85f0265b5ec3038219ff6dca..2721ecbc0d7f07b1aeef9c0ee08f4da39ad805bf 100644 --- a/landing/lenses/214370.json +++ b/landing/lenses/214370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214390.json b/landing/lenses/214390.json index cedbc15cc145247910e1a6d0adb44048ee051eec..19b163d7f470cd62e04d1601dfe911ee6b3bfaf2 100644 --- a/landing/lenses/214390.json +++ b/landing/lenses/214390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -629,18 +629,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 33.49, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.74, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -825,14 +825,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 33.49, + "score": 35.74, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 34.67, + "score": 36.92, "assumptions": { "scenarioStress": "moderate" } @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214420.json b/landing/lenses/214420.json index 73e56a6e5c04de30bcd02b30ccb094a23bf43c90..d980caa20f80a707cf1bb6db3aba59d07710998f 100644 --- a/landing/lenses/214420.json +++ b/landing/lenses/214420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/214430.json b/landing/lenses/214430.json index 7138829c707ab6cb3e7e9f9a9ea2312f4596d5a8..9648cf6b6ff00e96bf4257c2c856e751e6195770 100644 --- a/landing/lenses/214430.json +++ b/landing/lenses/214430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214450.json b/landing/lenses/214450.json index 3d3aea6b98119600039b350d068fc3cb02127ea9..3066a963466e0f2c1604d803d9d9c3043b58fc93 100644 --- a/landing/lenses/214450.json +++ b/landing/lenses/214450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4b95149d4fb2", + "target": "214450", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/214610.json b/landing/lenses/214610.json index 370cecccb90acf8bc3808566a732346599303e12..92670680d317846eedbe0eaedc94572e4afc839b 100644 --- a/landing/lenses/214610.json +++ b/landing/lenses/214610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 63.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 59.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-23", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -975,7 +975,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-23", "period": "2024", "status": "derived", @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-23", "period": "2024", "status": "observed", @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1148,7 +1148,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214680.json b/landing/lenses/214680.json index dfb5bff0ce7ba928c5e71c8bc6b75709f165640f..7fb28de6c49bec42c63589330e015fad5324d5e3 100644 --- a/landing/lenses/214680.json +++ b/landing/lenses/214680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-08-19", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-19", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-19", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-19", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214870.json b/landing/lenses/214870.json index 854e6b4e8608f3bfcae8aa27c10d631846d3e86b..d2adde2d58a7296a678e1f88c601c8f7458d5ec8 100644 --- a/landing/lenses/214870.json +++ b/landing/lenses/214870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -540,13 +540,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -998,7 +998,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,10 +1152,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1170,10 +1170,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215000.json b/landing/lenses/215000.json index 97c914262a597f6b8a1a07bf5835ed96d09cd881..29dec821cba3b8ba2a324a8d18a47f98c209d794 100644 --- a/landing/lenses/215000.json +++ b/landing/lenses/215000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215090.json b/landing/lenses/215090.json index 50fd1a95d071ae0cf1d6ecb111b8c8dfc0b2433f..440f51d89c51e20e14ea1232719f93887ff26ced 100644 --- a/landing/lenses/215090.json +++ b/landing/lenses/215090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -986,8 +986,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1017,10 +1017,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1030,7 +1030,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1039,7 +1039,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1107,10 +1107,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1126,10 +1126,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215100.json b/landing/lenses/215100.json index 1a3b2bb78f0d556e76c6430dfb8bfeeda00e016d..837b25dd6363a6d4b21328c0f2cfbb483426b5ec 100644 --- a/landing/lenses/215100.json +++ b/landing/lenses/215100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 23.49, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 25.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 23.49, + "score": 25.58, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 23.5, + "score": 25.59, "assumptions": { "scenarioStress": "moderate" } @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 6.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c0d83a5de6d5", + "target": "215100", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.331 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/215200.json b/landing/lenses/215200.json index 8a0037246429f9e8aa206cd236e2ed84bf3b6d9d..96f677cb861e37a55e1994dc48181ffc93d51f0c 100644 --- a/landing/lenses/215200.json +++ b/landing/lenses/215200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215360.json b/landing/lenses/215360.json index 8192cd518b13e24b5e38c848da2048843f46d838..a3fa6da5d7458fc9877872199dec4ea4eadd3c1d 100644 --- a/landing/lenses/215360.json +++ b/landing/lenses/215360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215380.json b/landing/lenses/215380.json index 3f295f42663ba85d17ab0aeaac097ada7364fde2..017f442b164b1e0945b06306103725e70a4a7d0a 100644 --- a/landing/lenses/215380.json +++ b/landing/lenses/215380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215480.json b/landing/lenses/215480.json index 80e57077eb8e83392cea0d939e522beff3a73cd8..db334bdd8ea0ab968614082a69aff3199fc5470c 100644 --- a/landing/lenses/215480.json +++ b/landing/lenses/215480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1511,88 +1511,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8b22af50b4b9", - "target": "215480", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.83 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/215600.json b/landing/lenses/215600.json index fde0f84cc3d4b6fe5d54b8294cf87fc2af9a34a6..169f6771f715dad0f0be2ec1c6d6a3d5bf56d5dd 100644 --- a/landing/lenses/215600.json +++ b/landing/lenses/215600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1038,10 +1038,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1068,7 +1068,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215790.json b/landing/lenses/215790.json index bb38ed083ed0e1fbb8a89e2b30e05d593575464e..ab48b89a9908b09745601b22152328dfc50d1734 100644 --- a/landing/lenses/215790.json +++ b/landing/lenses/215790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/216050.json b/landing/lenses/216050.json index 7642f59b75ce006107611f52a7124025bbc4db59..088d9f1491977d361750bf7f353d94d53e881f7f 100644 --- a/landing/lenses/216050.json +++ b/landing/lenses/216050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1450,88 +1450,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1649f1b70571", - "target": "216050", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.552 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/216080.json b/landing/lenses/216080.json index e6632fd229043516228792210669492fc4217c06..796b23e6f92931a48c7aac0894a537e4b27c061e 100644 --- a/landing/lenses/216080.json +++ b/landing/lenses/216080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/216400.json b/landing/lenses/216400.json index 80c89d7b599283fe39512d591f13f03d6d7ad4ec..c788778085f39dd6d384de443fb36deb350ab431 100644 --- a/landing/lenses/216400.json +++ b/landing/lenses/216400.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-03", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/217190.json b/landing/lenses/217190.json index 3c953eb8ce963ea2da3cd9714c87dc9807ddd1d4..185cbb63454a58cae29d4d5a82a5a843690faad5 100644 --- a/landing/lenses/217190.json +++ b/landing/lenses/217190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 34.54, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 36.79, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 34.54, + "score": 36.79, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 35.0, + "grade": "dCR-BB", + "score": 37.25, "assumptions": { "scenarioStress": "moderate" } @@ -841,6 +841,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -928,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1254,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217270.json b/landing/lenses/217270.json index 559ef7a12d1cb52840e9ca40c7249c503ecf83a1..3cd45c69c29f0fa16be129698e017c6462f82c06 100644 --- a/landing/lenses/217270.json +++ b/landing/lenses/217270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 9.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 8.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217330.json b/landing/lenses/217330.json index e9c94d6b76c11893e82e09782f3fc80a86b67316..cce88faed4fc7971a1ce6b81a1941f60493ff5dd 100644 --- a/landing/lenses/217330.json +++ b/landing/lenses/217330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1373,7 +1373,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1395,7 +1395,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1413,15 +1413,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/217480.json b/landing/lenses/217480.json index 22817c8a8353ba1a92b364df04e3b258cc1f7d79..6e1394ce2c992f5f96ed1b0e3ec4f7e4317e42ad 100644 --- a/landing/lenses/217480.json +++ b/landing/lenses/217480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-10-02", "period": "2025", "status": "derived", @@ -1047,16 +1047,16 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-10-02", "period": "2025", "status": "observed", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,88 +1378,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:354b827f1c2b", - "target": "217480", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.544 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2025-10-02", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/217500.json b/landing/lenses/217500.json index e0c301cfebdc69536d429d0b69cd0e9247799d6b..41594073d8bdd65cff72d8608efb6339744eaf23 100644 --- a/landing/lenses/217500.json +++ b/landing/lenses/217500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -948,19 +948,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -981,8 +981,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1027,17 +1027,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1106,7 +1106,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1115,7 +1115,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,10 +1174,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217590.json b/landing/lenses/217590.json index 8b13d3e09386db96a9a90ef4328a9583cbc17dfb..9131137fa0c8f82232221b0bdd2a139a3eb2e6e7 100644 --- a/landing/lenses/217590.json +++ b/landing/lenses/217590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -527,7 +527,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217620.json b/landing/lenses/217620.json index a8b0ebe90465a934691dba5f23398b01814522fb..816c1730be772ac0325e9312fcf1432def5f4229 100644 --- a/landing/lenses/217620.json +++ b/landing/lenses/217620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -50,10 +50,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -163,7 +163,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -214,7 +214,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -265,7 +265,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -316,7 +316,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-07", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-07", "period": null, "status": "derived", @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-07", "period": null, "status": "observed", @@ -1173,10 +1173,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1192,10 +1192,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,10 +1219,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217730.json b/landing/lenses/217730.json index 15ef3182b1df4bbfdfa42f73e5ca8da9e5987b2c..a989a139f15ce399f5bb0a6756cb459fc2317cb7 100644 --- a/landing/lenses/217730.json +++ b/landing/lenses/217730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -555,18 +555,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 29.25, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 32.35, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -750,15 +750,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 29.25, + "grade": "dCR-BB+", + "score": 32.35, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 29.33, + "grade": "dCR-BB+", + "score": 32.45, "assumptions": { "scenarioStress": "moderate" } @@ -841,12 +841,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 8.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217820.json b/landing/lenses/217820.json index 809272be7c526f75d190654a7450beb853ea6989..54513c19c45c0ad5bc8a3d2a62a77d9aecb518ab 100644 --- a/landing/lenses/217820.json +++ b/landing/lenses/217820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 38.77, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 34.70, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,15 +826,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 38.77, + "grade": "dCR-BB+", + "score": 34.7, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 39.37, + "grade": "dCR-BB+", + "score": 35.21, "assumptions": { "scenarioStress": "moderate" } @@ -917,11 +917,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.74%). 최근 주가 하락이 반영된 결과", "D/EBITDA 56.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -938,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1065,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1111,7 +1110,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,10 +1150,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1189,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1264,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217880.json b/landing/lenses/217880.json index 2a9fcb39487e2a6962e62d29f3553e8b890f945e..5be841963afeb060689d1063f6aae29e0b83d9bd 100644 --- a/landing/lenses/217880.json +++ b/landing/lenses/217880.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/217950.json b/landing/lenses/217950.json index 0173ed569b59ac00bb7554e3d283eb2979ff2724..5793daca7d53014bba66802bbe9c24ba1b52912f 100644 --- a/landing/lenses/217950.json +++ b/landing/lenses/217950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2020", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -366,10 +366,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -398,8 +398,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -418,8 +418,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -438,7 +438,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -506,10 +506,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -525,10 +525,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/218150.json b/landing/lenses/218150.json index 626e4ecbd3cfcc478b876c1ed362256dd479cd0a..57621b8deaa610a745f6e229de955a2296095c8b 100644 --- a/landing/lenses/218150.json +++ b/landing/lenses/218150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1553,12 +1553,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0ce09ce64886", + "target": "218150", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/218410.json b/landing/lenses/218410.json index 70065fac7cc593e0e9d22b09b0ef6a4c0c7351be..8bdcdbf75d706a5034aeecdae5f98dc2de7a560a 100644 --- a/landing/lenses/218410.json +++ b/landing/lenses/218410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1042,19 +1042,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,17 +1121,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1200,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1444,88 +1444,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5d3d847d84a0", - "target": "218410", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/219130.json b/landing/lenses/219130.json index bc92305e9d4fcd56cf73b68f96bc7759a68e9eb6..f8d1cd79ff6471ea0ed2d3c5d83b5ee53b8cdc05 100644 --- a/landing/lenses/219130.json +++ b/landing/lenses/219130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,10 +1113,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219420.json b/landing/lenses/219420.json index 9efc92cfbccd269eda3437900b2b26c0a4164a77..7fd3f62806f5a6e3aba11954afd2f8c6b59343af 100644 --- a/landing/lenses/219420.json +++ b/landing/lenses/219420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219550.json b/landing/lenses/219550.json index 6aa9cb8790cb1ebec1ad6481d7ebcc5a9eb6a8d2..6c90a87162e34c27e76b85ec64bb6fce0e7420d8 100644 --- a/landing/lenses/219550.json +++ b/landing/lenses/219550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 12.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 11.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219750.json b/landing/lenses/219750.json index 5799910e549fb8ec483994b1d7b9635f4b02e8c2..cab43326758c406aea414e67af1c20c76ae1933a 100644 --- a/landing/lenses/219750.json +++ b/landing/lenses/219750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -530,13 +530,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,7 +821,7 @@ "divergenceExplanation": [ "채무상환능력 축이 77점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 101.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 101.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -963,19 +963,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -989,8 +989,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1034,17 +1034,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1054,7 +1054,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1071,7 +1071,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1111,7 +1111,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1120,7 +1120,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/220100.json b/landing/lenses/220100.json index c71f4d01b87d590bdf95776e31961c6fdbcb866b..bb234177b2d73316ff791240179b2c0a92668b06 100644 --- a/landing/lenses/220100.json +++ b/landing/lenses/220100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1004,8 +1004,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,10 +1056,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,10 +1185,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1203,10 +1203,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/220180.json b/landing/lenses/220180.json index fe476b393c60da981c6fd74ebe93959a989229c0..7ef330ac8c12588ef0ce82f1920480efbd78aa76 100644 --- a/landing/lenses/220180.json +++ b/landing/lenses/220180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,10 +1055,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/220260.json b/landing/lenses/220260.json index d030c212192e87fb10be20b543c7a83d9266c9b1..8fbfd7a0461154d200e01fe448bcdcf64ef2527a 100644 --- a/landing/lenses/220260.json +++ b/landing/lenses/220260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -945,14 +945,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,10 +1249,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1267,10 +1267,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/221800.json b/landing/lenses/221800.json index 14ec13fb8e71be8669977acb3599bb985c6632b3..15295b472544385dfd31b43e0e9bffe452ecfd6e 100644 --- a/landing/lenses/221800.json +++ b/landing/lenses/221800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/221840.json b/landing/lenses/221840.json index c2b005e6594772193257d505778184c6cb08bbbc..b0fcf96ad0a819ee3c042c762a7d16ae796d670d 100644 --- a/landing/lenses/221840.json +++ b/landing/lenses/221840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 5.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 5.22%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/221980.json b/landing/lenses/221980.json index cc01c341f486c79e501337ccbbe01972be557de7..d9aca5e9193aa664421534c29815dbb828f0f184 100644 --- a/landing/lenses/221980.json +++ b/landing/lenses/221980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222040.json b/landing/lenses/222040.json index 96dfacfb102c828a126d440e9cac6a33f2b526eb..da712f02083c2e993dd919c3c61ed5498613f0de 100644 --- a/landing/lenses/222040.json +++ b/landing/lenses/222040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222080.json b/landing/lenses/222080.json index d7bc7c01a66503199032a17667dc214128668894..33dd0a27a63a2eb1735fc3498a577d4eb70f16ec 100644 --- a/landing/lenses/222080.json +++ b/landing/lenses/222080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222110.json b/landing/lenses/222110.json index af4bd09affd31cbcd075f0497c84d0fe86ccde35..88daf53b81894325bd83603311830c38f00de572 100644 --- a/landing/lenses/222110.json +++ b/landing/lenses/222110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222160.json b/landing/lenses/222160.json index 11829fab8d5d8de327e0e3e6919a6211cf332191..ed77408bf56cd9ac7eec6ed694774bdf78a1dcd2 100644 --- a/landing/lenses/222160.json +++ b/landing/lenses/222160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2022", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,14 +795,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-06", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -968,7 +968,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -988,7 +988,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-06", "period": "2025", "status": "derived", @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-06", "period": "2025", "status": "observed", @@ -1102,10 +1102,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1121,10 +1121,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222420.json b/landing/lenses/222420.json index 014d8be8aef50252ef1f8eae8311de3ab8f64e25..990ad0b6742fcbd86a2d23aa460601bc0427d563 100644 --- a/landing/lenses/222420.json +++ b/landing/lenses/222420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,18 +632,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 32.27, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 30.02, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -827,15 +827,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 32.27, + "grade": "dCR-BBB-", + "score": 30.02, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 32.92, + "grade": "dCR-BBB-", + "score": 30.67, "assumptions": { "scenarioStress": "moderate" } @@ -918,11 +918,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.79%). 최근 주가 하락이 반영된 결과", "D/EBITDA 30.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -938,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1065,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1084,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,10 +1114,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1137,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1224,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222800.json b/landing/lenses/222800.json index 3d0cd82ca002484604c2385b8b720dc17dd4d68e..18b24171ab8299dfac4679cedb38db2086aa71c3 100644 --- a/landing/lenses/222800.json +++ b/landing/lenses/222800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222810.json b/landing/lenses/222810.json index 1cd875eba3d90965b46728cdc52e20322a076c1e..c519aaa6b36b05dc7b28979d1edfa98049a1e839 100644 --- a/landing/lenses/222810.json +++ b/landing/lenses/222810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-13", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-13", "period": "2025", "status": "derived", @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-13", "period": "2025", "status": "observed", @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,10 +1199,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1217,10 +1217,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222980.json b/landing/lenses/222980.json index e7347b51607bc6df8ad22156e80056698f3c4487..e22bd55e1880f739bc3d7692ed23e68e28830462 100644 --- a/landing/lenses/222980.json +++ b/landing/lenses/222980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1561,7 +1561,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1583,7 +1583,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1601,8 +1601,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/223250.json b/landing/lenses/223250.json index fae6a3138bb41b7079620f56a373d71c2b43aeca..661f4ad3648dc0e3b2d61d2ec58622226b191519 100644 --- a/landing/lenses/223250.json +++ b/landing/lenses/223250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,7 +859,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/223310.json b/landing/lenses/223310.json index 899450a08cfbf8ff6227b2bb47d7f2db0da3970d..32b21d00bdb6a417217086a780b491c4b1c29d1c 100644 --- a/landing/lenses/223310.json +++ b/landing/lenses/223310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 28.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 28.52%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/224060.json b/landing/lenses/224060.json index 0303014de7a16c01619d57783074d5b5a932822c..b5491ee0a00c6a9e0b47ddfb89ef75f400000f97 100644 --- a/landing/lenses/224060.json +++ b/landing/lenses/224060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -546,18 +546,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-B", - "summary": "dCR 위험점수 60.93, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 53.16, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,15 +741,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B", - "score": 60.93, + "grade": "dCR-B+", + "score": 53.16, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B", - "score": 61.42, + "grade": "dCR-B+", + "score": 53.78, "assumptions": { "scenarioStress": "moderate" } @@ -832,12 +832,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 7.0, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 37.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -979,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1025,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1066,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1178,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/224110.json b/landing/lenses/224110.json index 492e64fb6d9abe4b5c3212abaa9e2584937771c9..293a6a35a722aaa1aa947af5a6ee3734a5f7a845 100644 --- a/landing/lenses/224110.json +++ b/landing/lenses/224110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -919,7 +919,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225190.json b/landing/lenses/225190.json index 2aa9ba35344348a04effc72a2efb9c1482ecfaf4..479b3ac558becf004d7f9ef3cb14bdf109ed4161 100644 --- a/landing/lenses/225190.json +++ b/landing/lenses/225190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 19.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 19.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-09-02", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-09-02", "period": "2025", "status": "derived", @@ -1132,7 +1132,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-09-02", "period": "2025", "status": "observed", @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225220.json b/landing/lenses/225220.json index 7c9aba485031384f839ec35e29bf6667d7b46fc3..d7b0ddabfc6f95a408226afb0a852510b77a4b1b 100644 --- a/landing/lenses/225220.json +++ b/landing/lenses/225220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1034,8 +1034,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,10 +1087,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225430.json b/landing/lenses/225430.json index 3839c5cdf6bcbda1c21ff333a1d9cc085c264275..fcad5d5b59f646d7b225f92b26939b582c0a91a0 100644 --- a/landing/lenses/225430.json +++ b/landing/lenses/225430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -153,7 +153,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -174,7 +174,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -204,7 +204,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -225,7 +225,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -255,7 +255,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -743,14 +743,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -889,8 +889,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -902,8 +902,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -920,10 +920,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -933,7 +933,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -942,7 +942,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1010,10 +1010,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1029,10 +1029,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1052,7 +1052,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1060,7 +1060,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225530.json b/landing/lenses/225530.json index 7584bf14918b61e1b3ec98af3bb1efb7f0c38964..ef1d532386678d3cf88883cab6994807a80d5618 100644 --- a/landing/lenses/225530.json +++ b/landing/lenses/225530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/225570.json b/landing/lenses/225570.json index 47a5711c2f3c2899be6af8b121f3f6d5b5669b21..4bf2cee87a21f38a4ac45d8ce4daf92d36a8338d 100644 --- a/landing/lenses/225570.json +++ b/landing/lenses/225570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -958,19 +958,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -991,8 +991,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,17 +1037,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1116,7 +1116,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1125,7 +1125,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1368,12 +1368,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:6ac4043f92fa", + "target": "225570", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/225590.json b/landing/lenses/225590.json index 5e23abf4a09e9cc48762dfc5f1a7b06ce27897b9..3c8c2576398b120a74ba7adc79a387f105dd1f78 100644 --- a/landing/lenses/225590.json +++ b/landing/lenses/225590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,7 +903,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,10 +1131,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226320.json b/landing/lenses/226320.json index 9ed50c63c2d5f09c0808abe62bc0efa7f23f8358..4bf3b42696a8818b5ee08f78abf625ffb7d73752 100644 --- a/landing/lenses/226320.json +++ b/landing/lenses/226320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226330.json b/landing/lenses/226330.json index 5de45ac66e802c7a1317fc58a86244c3a3e36735..c51a8c11abf7028daf11d82026fe377c95387c92 100644 --- a/landing/lenses/226330.json +++ b/landing/lenses/226330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1108,7 +1108,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226340.json b/landing/lenses/226340.json index d14b29396d8d38970746db83fbaa1561551fbd9b..07b344e4c6101d958c070cb2a9723f086a1763df 100644 --- a/landing/lenses/226340.json +++ b/landing/lenses/226340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,7 +892,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 6.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 8.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1269,10 +1269,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226360.json b/landing/lenses/226360.json index f2d0fe43444536ed7c6dd1c090c9a7cce0c96d0b..ffa9326979ab1bbb4f9cb60cd229eafd7d462448 100644 --- a/landing/lenses/226360.json +++ b/landing/lenses/226360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -953,10 +953,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-13", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -999,7 +999,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-13", "period": "2025", "status": "derived", @@ -1041,7 +1041,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-13", "period": "2025", "status": "observed", @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,10 +1179,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1197,10 +1197,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226400.json b/landing/lenses/226400.json index e16d485e705515dcc35adaae3aaecaac21997c80..b6564763bcf63e80e79b00110604e381ab468059 100644 --- a/landing/lenses/226400.json +++ b/landing/lenses/226400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 4.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 4.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,7 +1453,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1475,7 +1475,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1493,8 +1493,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/226440.json b/landing/lenses/226440.json index 71503e672564b534fdcf9fd2568f15e751309c22..a7a238548bfeeace47e25f89d14dc66f7fecc324 100644 --- a/landing/lenses/226440.json +++ b/landing/lenses/226440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1216,10 +1216,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1234,10 +1234,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226590.json b/landing/lenses/226590.json index 7da58f46960eaeb490149eb5ed137369064b4540..7bdff9be645c46808660b6fa5bc9c23733b3ba55 100644 --- a/landing/lenses/226590.json +++ b/landing/lenses/226590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -543,8 +543,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -556,8 +556,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -574,10 +574,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -587,7 +587,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -596,7 +596,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -664,10 +664,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -683,10 +683,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -706,7 +706,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -714,7 +714,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226950.json b/landing/lenses/226950.json index e467a5668ec91d68e179a727ac33fd5596a46007..87f909ae6b5753d6f50761f1b0bb6066fc149072 100644 --- a/landing/lenses/226950.json +++ b/landing/lenses/226950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -996,8 +996,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1049,10 +1049,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227100.json b/landing/lenses/227100.json index 28c824c34179d52ab5d106c19ec4ea5e26e5d1a7..578668a9bf013a1fd1a87ddd74ed77cdf2a6eaa7 100644 --- a/landing/lenses/227100.json +++ b/landing/lenses/227100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -48,10 +48,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -150,7 +150,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -199,7 +199,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -248,7 +248,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-30", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -987,7 +987,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-30", "period": "2024", "status": "derived", @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-30", "period": "2024", "status": "observed", @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227610.json b/landing/lenses/227610.json index 95143c3be47632eaa92fb959ee91d83006364519..1d69449df8be71c4c5bdb9ad2db7308acaed05a6 100644 --- a/landing/lenses/227610.json +++ b/landing/lenses/227610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,7 +905,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.1점 하향 (PD 19.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.1점 하향 (PD 17.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227840.json b/landing/lenses/227840.json index cad8664bf57c76272bc76bfa2986cf74ec4ebf28..ef4f1ae9cf368b27fd543ae2892ddbc07c069438 100644 --- a/landing/lenses/227840.json +++ b/landing/lenses/227840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227950.json b/landing/lenses/227950.json index ae27d551a32873cb9a85522984c79b026f1fb8b5..7c288cc17f15a64b5d00945242850f4bc1246ab5 100644 --- a/landing/lenses/227950.json +++ b/landing/lenses/227950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,7 +890,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228340.json b/landing/lenses/228340.json index cdd9c243a50435af3c0e1cbcfbb4ea5af3950480..7846e57441974d29335ea5152fc279c8a3c0ba7f 100644 --- a/landing/lenses/228340.json +++ b/landing/lenses/228340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1070,7 +1070,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228670.json b/landing/lenses/228670.json index 3736c99b7548595171f47464aa327a7e186c9920..ec8ce0ff971f6af508585c3b337626764328474b 100644 --- a/landing/lenses/228670.json +++ b/landing/lenses/228670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228760.json b/landing/lenses/228760.json index 822c48e63709fbf1dab27ada9e9295615f3867fe..c3917ab5e254faa726e1d335b27af8a11313c89d 100644 --- a/landing/lenses/228760.json +++ b/landing/lenses/228760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -752,14 +752,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -879,10 +879,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -925,7 +925,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -945,8 +945,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1078,10 +1078,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228850.json b/landing/lenses/228850.json index ffa3f77fb717305d258bc2e2c1a1f546cf3625e1..b0c6e9508c4fc4f8f1a176870a7cda5d7ddb5d49 100644 --- a/landing/lenses/228850.json +++ b/landing/lenses/228850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/229000.json b/landing/lenses/229000.json index 59d4e8debc136c446e18db0d95c847929e952955..f74eefb0c17b74692a3161a6de604e7cfc352d1c 100644 --- a/landing/lenses/229000.json +++ b/landing/lenses/229000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -975,7 +975,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1148,7 +1148,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/229500.json b/landing/lenses/229500.json index 6217bc77e59631e84d3a71331643bcf347eaf7a0..8f52180d8151a68acef75d6ffb16a046520cb1fc 100644 --- a/landing/lenses/229500.json +++ b/landing/lenses/229500.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/229640.json b/landing/lenses/229640.json index aeb1723b06bffcfca683d8ab20cf7878d070558c..438add18a447f3fdd2721bcfd091d7b04437f51e 100644 --- a/landing/lenses/229640.json +++ b/landing/lenses/229640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1665,88 +1665,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:07134f34e27d", - "target": "229640", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/230240.json b/landing/lenses/230240.json index 37ecb18f69bd6ba519f971b5d3148c10f177b6cc..38f9001d653c1440ae9dbb4a497d7193d5b20b05 100644 --- a/landing/lenses/230240.json +++ b/landing/lenses/230240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 20.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 18.33%). 최근 주가 하락이 반영된 결과", "D/EBITDA 45.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/230360.json b/landing/lenses/230360.json index 920b898b1312a8d345847cab77ed2d02857d47ba..8d5616a1a73981f1f6f96180b52ef105607062a5 100644 --- a/landing/lenses/230360.json +++ b/landing/lenses/230360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-10", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-10", "period": "2025", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-10", "period": "2025", "status": "observed", @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/230980.json b/landing/lenses/230980.json index ccc4766f3e21ec47c78ed311e73259ced931eccb..c677f63c2f82fe4397be6d61bc0be2f040454518 100644 --- a/landing/lenses/230980.json +++ b/landing/lenses/230980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-04", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-04", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-04", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/232140.json b/landing/lenses/232140.json index 1317d7c16829ffea3ee04eae337cdd12872442d7..c499c616bfe7db4a29137f5832fc58088d85e218 100644 --- a/landing/lenses/232140.json +++ b/landing/lenses/232140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/232680.json b/landing/lenses/232680.json index e8fbaf57efba7abd5432cbaf8ca660f0727d8585..0a7fa25d8879b8e04816cb09c1f30f7b53ee6ef8 100644 --- a/landing/lenses/232680.json +++ b/landing/lenses/232680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -870,7 +870,7 @@ "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -885,14 +885,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1012,10 +1012,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/232830.json b/landing/lenses/232830.json index ff20c2fcd3520263c785149203b0454f180a38d8..6fbe15541cf6c60c7a487c460ebe80751150427e 100644 --- a/landing/lenses/232830.json +++ b/landing/lenses/232830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -305,13 +305,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -373,7 +373,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -392,7 +392,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -411,7 +411,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -430,7 +430,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -564,7 +564,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 14.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 14.57%). 최근 주가 하락이 반영된 결과", "D/EBITDA 99.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -580,14 +580,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -707,10 +707,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -739,8 +739,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -779,7 +779,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -847,10 +847,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -866,10 +866,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -889,7 +889,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/233990.json b/landing/lenses/233990.json index 919b0066bf248680cc25e69e9d09c9fb6fec7be0..754a924cce21fae3d86766c8c7a0801eb87c61b9 100644 --- a/landing/lenses/233990.json +++ b/landing/lenses/233990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2018", @@ -42,10 +42,10 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2021", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -364,10 +364,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -396,8 +396,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -416,8 +416,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -436,7 +436,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -504,10 +504,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -523,10 +523,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -546,7 +546,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -554,7 +554,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234030.json b/landing/lenses/234030.json index a0b537dbd950db1e9f0d0bd87ebb06b3759d641c..6e582dfb024bdbc26865477975f483e4bbdcc147 100644 --- a/landing/lenses/234030.json +++ b/landing/lenses/234030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -449,14 +449,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -576,10 +576,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -608,8 +608,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -628,8 +628,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -648,7 +648,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -735,10 +735,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -762,10 +762,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -800,7 +800,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234080.json b/landing/lenses/234080.json index 9efe1528130db1fe35e6f90b71f98d45b889ec18..7213d89cc5c848b7f4c92b5be35c28f5b124d3d2 100644 --- a/landing/lenses/234080.json +++ b/landing/lenses/234080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234100.json b/landing/lenses/234100.json index ac209e7a0b101795a5e7c0e329823e797f429296..193842b51de64f3c2717ef6823b7cdb3bb516837 100644 --- a/landing/lenses/234100.json +++ b/landing/lenses/234100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 4.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234300.json b/landing/lenses/234300.json index ba3706028ea215a10aef6f9a60266caf116e6518..cc6ca599ce9bec3bf1968f239ba341e0f66f0659 100644 --- a/landing/lenses/234300.json +++ b/landing/lenses/234300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234340.json b/landing/lenses/234340.json index d221fc67fbdf368546cc139331859a0cb88ecdd6..a03dc3b4de1bca914612b5a099918c51820b90ac 100644 --- a/landing/lenses/234340.json +++ b/landing/lenses/234340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -738,14 +738,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -865,10 +865,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -898,7 +898,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -911,7 +911,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -931,8 +931,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -964,7 +964,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -989,7 +989,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1095,7 +1095,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234690.json b/landing/lenses/234690.json index beab5303e356eff621519d736d47d353c299a9f7..88ec09e4ba5a84a9933aabfc97c532340bf1123d 100644 --- a/landing/lenses/234690.json +++ b/landing/lenses/234690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -588,18 +588,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 23.79, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 26.04, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -784,14 +784,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 23.79, + "score": 26.04, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 25.22, + "grade": "dCR-BBB-", + "score": 27.47, "assumptions": { "scenarioStress": "moderate" } @@ -807,6 +807,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -872,6 +877,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 59점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -886,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1013,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1046,7 +1052,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1059,7 +1065,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1079,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1101,8 +1107,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1137,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1212,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234920.json b/landing/lenses/234920.json index 0dce15081b76e40eb27f8f8953336d0ace3685f8..10c093dae9e0c7a2f8cf68632cbe07288075ddc8 100644 --- a/landing/lenses/234920.json +++ b/landing/lenses/234920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-10-29", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-10-29", "period": null, "status": "derived", @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-10-29", "period": null, "status": "observed", @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/235980.json b/landing/lenses/235980.json index a13d8ae989da8553a3fd63d241e64a70bbd438b4..e1bd3e6eed3aefa6753b98c94e2e51d429c0483c 100644 --- a/landing/lenses/235980.json +++ b/landing/lenses/235980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -443,13 +443,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -784,19 +784,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -817,8 +817,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -830,7 +830,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -850,8 +850,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -863,17 +863,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -883,7 +883,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -908,7 +908,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -936,13 +936,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -951,7 +951,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -983,10 +983,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,7 +1006,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/236200.json b/landing/lenses/236200.json index 10c83fa665df077fed2eeeae470fbec237c359b3..f23140342940ccc4e77b44edc8e6ed8ecc1d71d6 100644 --- a/landing/lenses/236200.json +++ b/landing/lenses/236200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/236810.json b/landing/lenses/236810.json index cc73849932c46ee688c1757a98baacf55bf7cc5a..f5dac556488eacb267a7012b6ab2a452ba8a7f13 100644 --- a/landing/lenses/236810.json +++ b/landing/lenses/236810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/237690.json b/landing/lenses/237690.json index f5b737839ba2dfd0407185fbc83287817ef8b0b3..29eb16280c09ba638090ae66717eab992876a582 100644 --- a/landing/lenses/237690.json +++ b/landing/lenses/237690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 3.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 3.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/237750.json b/landing/lenses/237750.json index 4c9e121143a9b43abc9fc4a48752f3f3a70cd5db..3fd0e3aafb1442dc5f803b545ae265377313ae74 100644 --- a/landing/lenses/237750.json +++ b/landing/lenses/237750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 187.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 196.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/237820.json b/landing/lenses/237820.json index 7bef0170816e758f12e8d0ba2400b71773c38760..50dd1fe2e589623b5839de4fa703c6979b00b2a8 100644 --- a/landing/lenses/237820.json +++ b/landing/lenses/237820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1034,7 +1034,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1155,10 +1155,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1174,10 +1174,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/237880.json b/landing/lenses/237880.json index 782b99f66e1b9355985e17174cc24eb6a4eb823f..ca794516a5beaa9223cdea4e7157cfaf6c476bb3 100644 --- a/landing/lenses/237880.json +++ b/landing/lenses/237880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238090.json b/landing/lenses/238090.json index c1494887f3327094f613286acdaf701d8de7180c..7498637c62dab4340f1f266abf3ca153e6559929 100644 --- a/landing/lenses/238090.json +++ b/landing/lenses/238090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d08f9f05f71f", - "target": "238090", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.458 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/238120.json b/landing/lenses/238120.json index c680809131cccda67f4d32b09aff8b94a2a51f60..e82be7d2ab14e4bd073acd849e2de771378a01dd 100644 --- a/landing/lenses/238120.json +++ b/landing/lenses/238120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238170.json b/landing/lenses/238170.json index ab6f892641880b39c71d465659d8304e59697de3..afc830ae66e5979d4c78eff9216af77e65dc96db 100644 --- a/landing/lenses/238170.json +++ b/landing/lenses/238170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2019", @@ -44,10 +44,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -361,10 +361,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-02-26", "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -400,7 +400,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -420,7 +420,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-02-26", "period": "2023", "status": "derived", @@ -441,7 +441,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-02-26", "period": "2023", "status": "observed", @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238200.json b/landing/lenses/238200.json index 318a56ba08c9de9e7eeedf879b2bde8cf6fd6f09..ad8c3e1428df5e962d33d9535aae28007d668e19 100644 --- a/landing/lenses/238200.json +++ b/landing/lenses/238200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238490.json b/landing/lenses/238490.json index a969c4b231e89ee1102ca75c1a481117c1240fbf..d83c543895b6ff15a027fc166cc7356b8db04cd8 100644 --- a/landing/lenses/238490.json +++ b/landing/lenses/238490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,7 +903,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 16.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 18.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,10 +1123,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238500.json b/landing/lenses/238500.json index 30d176fd006a101d47bf6eba09964cc303472e21..a10dd3cc8974cd88189057431e90ce1367c8c7ac 100644 --- a/landing/lenses/238500.json +++ b/landing/lenses/238500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2023", @@ -36,10 +36,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -446,10 +446,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -465,10 +465,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/239340.json b/landing/lenses/239340.json index 9dad5739785b04286099c8f1dd6e2ca8dc9254fe..51f421973f08987acb3cb4b3d80de154fdf56bb5 100644 --- a/landing/lenses/239340.json +++ b/landing/lenses/239340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-27", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-27", "period": "2025", "status": "derived", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-27", "period": "2025", "status": "observed", @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/239610.json b/landing/lenses/239610.json index 4d05f943eac80e070c967e448a45581dca90b754..931de44c32714a707b753cd6bef5b8ee7f210323 100644 --- a/landing/lenses/239610.json +++ b/landing/lenses/239610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/239890.json b/landing/lenses/239890.json index 5674843964a2146a8c6998e6019f84ab0472d333..531c97fd54c5e0bc98c6f1cbe2b1e1ea6a1c4136 100644 --- a/landing/lenses/239890.json +++ b/landing/lenses/239890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -933,8 +933,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -946,8 +946,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -964,10 +964,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -977,7 +977,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -986,7 +986,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1073,10 +1073,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1096,7 +1096,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/240550.json b/landing/lenses/240550.json index dedecc071df0ca22ed33dadfcf3bbe85f0ed9ba4..449858494cd9a1df9d5b0b1b84742ff9f5569c6a 100644 --- a/landing/lenses/240550.json +++ b/landing/lenses/240550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/240600.json b/landing/lenses/240600.json index f6ec9bad0d146b3b631bd3453e8eca6862684afd..8c755592b374b54881315e8c26f77f83ecc92131 100644 --- a/landing/lenses/240600.json +++ b/landing/lenses/240600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 14.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 15.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -926,7 +926,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/240810.json b/landing/lenses/240810.json index e2abdfd630a8db83702a42e5b92eb51f85ae71c6..39a65490cae8c7a3977c1ecc93cf1aec2bc80f1e 100644 --- a/landing/lenses/240810.json +++ b/landing/lenses/240810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2022", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241520.json b/landing/lenses/241520.json index d01523e4ca2f9e7ef3658e2365151777d64c3ffb..aa4e1ae77af1d5d6c16692be54580ede4c18dfeb 100644 --- a/landing/lenses/241520.json +++ b/landing/lenses/241520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -476,13 +476,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -601,14 +601,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -728,10 +728,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -774,7 +774,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -794,8 +794,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -816,8 +816,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -852,7 +852,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -908,10 +908,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -950,7 +950,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -958,7 +958,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1233,7 +1233,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1251,8 +1251,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/241560.json b/landing/lenses/241560.json index ef34a69bac6d1f9727bfccf803715b412e81f153..2c3d4d5d4969fb8ad46dc81dc2ea177208d4f0cc 100644 --- a/landing/lenses/241560.json +++ b/landing/lenses/241560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1200,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241590.json b/landing/lenses/241590.json index e3d7bc20e4ff39ea2db8c9a7104dfecc52fad386..9fd3cf9ad217c061ec44a4cffa59e383f8ca3bee 100644 --- a/landing/lenses/241590.json +++ b/landing/lenses/241590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.33%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241690.json b/landing/lenses/241690.json index 377854d684def86e52dfe9224ab966bd05e9bbae..7c4f1a7af6393f7755a88623dc03c194bd56c388 100644 --- a/landing/lenses/241690.json +++ b/landing/lenses/241690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241710.json b/landing/lenses/241710.json index 70af628e78c9c7e07956bc96ca00708001a71f8f..8416c61dc300d3aa2b5d14a009635dc71286c973 100644 --- a/landing/lenses/241710.json +++ b/landing/lenses/241710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241770.json b/landing/lenses/241770.json index 7b0f4f20b53cfedf17e220f4ec2801a80febb68c..def95e3058abebcb87d7b6fd508145957c65be61 100644 --- a/landing/lenses/241770.json +++ b/landing/lenses/241770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1043,15 +1043,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1195,13 +1195,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1539,88 +1539,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d5be5f14bc68", - "target": "241770", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.307 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/241790.json b/landing/lenses/241790.json index 8ffef1c7979372918c6594c7d213c19520650b6a..9aa3583369e1334272b58678203c8a7bcdcdcda1 100644 --- a/landing/lenses/241790.json +++ b/landing/lenses/241790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241820.json b/landing/lenses/241820.json index fa7aff0c2e0efbec25d186851bce1f086488d081..34e469738c97e3e7e7e8fdacaef3ce50c4a3bf6c 100644 --- a/landing/lenses/241820.json +++ b/landing/lenses/241820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -158,7 +158,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -211,7 +211,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -264,7 +264,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -848,14 +848,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-10-17", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-10-17", "period": "2024", "status": "derived", @@ -1055,7 +1055,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-10-17", "period": "2024", "status": "observed", @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241840.json b/landing/lenses/241840.json index b3effc28e8ca31fa14bb920241d7e5eb9bcfbb59..6b097fef9d3082f4e017611913135e55a81b33b4 100644 --- a/landing/lenses/241840.json +++ b/landing/lenses/241840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -804,14 +804,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -931,15 +931,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -964,8 +964,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -977,7 +977,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -997,8 +997,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1010,17 +1010,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1030,7 +1030,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1055,7 +1055,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1089,7 +1089,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1098,7 +1098,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1111,10 +1111,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1130,10 +1130,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1341,88 +1341,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3c1b1c10594b", - "target": "241840", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/242040.json b/landing/lenses/242040.json index 584305112bfa2f3104fc2d16bddff077e8de55fc..48fbd1184a0ea0c7d5571a6f1cfd433aa4e52fda 100644 --- a/landing/lenses/242040.json +++ b/landing/lenses/242040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/243070.json b/landing/lenses/243070.json index e16c0459e01fdb75c2acee19a03bee424db501b6..8bdc2a429d58b9e4cf69136534b47b353b8d72e1 100644 --- a/landing/lenses/243070.json +++ b/landing/lenses/243070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/243840.json b/landing/lenses/243840.json index 07e6deae02b9bd8d2addbcb8b3bd3e4d53f4a090..555e9f9a23dc9f0df621b702bfe07883fdeca1ae 100644 --- a/landing/lenses/243840.json +++ b/landing/lenses/243840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,7 +1454,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1476,7 +1476,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1494,8 +1494,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/244460.json b/landing/lenses/244460.json index 9d1e4028e09a50be8f1a6a3f893cdc05adfb32f0..b57e46954b8140bfed63ad8a183949a65450852a 100644 --- a/landing/lenses/244460.json +++ b/landing/lenses/244460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2022", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2022", "status": "derived", @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/244920.json b/landing/lenses/244920.json index 9df64f3fdeb351b19f274c5e47ea61ca1b683a59..4824709a8e46bbbfde1168d0bcea8e650b647b8b 100644 --- a/landing/lenses/244920.json +++ b/landing/lenses/244920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -884,7 +884,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -939,8 +939,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -950,7 +950,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/245620.json b/landing/lenses/245620.json index f52413e0ccbba59f00c66918ffb8887a7d761d04..fe6856299719e00360bafc2b70765e7362649761 100644 --- a/landing/lenses/245620.json +++ b/landing/lenses/245620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,14 +835,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -962,10 +962,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-12", "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1001,7 +1001,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1021,7 +1021,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-12", "period": "2023", "status": "derived", @@ -1042,7 +1042,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-12", "period": "2023", "status": "observed", @@ -1132,10 +1132,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1151,10 +1151,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246250.json b/landing/lenses/246250.json index 24c8b4282f934528f6c6e2d92ceb2c616248c3f5..4d6887d4df62e8c2e3532238cec9e1345c3cfc75 100644 --- a/landing/lenses/246250.json +++ b/landing/lenses/246250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019Q4", @@ -60,10 +60,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019Q4", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -186,7 +186,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019Q4", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -477,13 +477,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -678,14 +678,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -805,10 +805,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -912,10 +912,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -935,7 +935,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -943,7 +943,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246690.json b/landing/lenses/246690.json index a8b52207785876e9536d1b5e74c0e9eee4ed867b..f89597ff80231f371e8b4214661f7d8fc4115cec 100644 --- a/landing/lenses/246690.json +++ b/landing/lenses/246690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -615,14 +615,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -742,10 +742,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -788,7 +788,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -808,8 +808,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -830,8 +830,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -866,7 +866,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -941,10 +941,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -964,7 +964,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -972,7 +972,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246710.json b/landing/lenses/246710.json index 09ee4916f242937eada544c2d6cbe68df5c616c3..70668b48eb4db4e2d97e6d36a13846395375c4c6 100644 --- a/landing/lenses/246710.json +++ b/landing/lenses/246710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,7 +821,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 19.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 18.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -982,7 +982,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246720.json b/landing/lenses/246720.json index 2868fcd0000f18929bf1fc16faeab822bf5b478e..dd8e37943a2d8ae5dafad43a46f63a74c1113d76 100644 --- a/landing/lenses/246720.json +++ b/landing/lenses/246720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-24", "period": "2022", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-24", "period": "2022", "status": "derived", @@ -1059,7 +1059,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-24", "period": "2022", "status": "observed", @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246960.json b/landing/lenses/246960.json index f126898fc17897b8432ff2e3b611a8c6e322d11e..b7639e86475ef37a6bff2ae91f7b1f95846224f9 100644 --- a/landing/lenses/246960.json +++ b/landing/lenses/246960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -531,18 +531,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 41.66, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 45.56, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,15 +726,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 41.66, + "grade": "dCR-BB-", + "score": 45.56, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 42.81, + "score": 46.65, "assumptions": { "scenarioStress": "moderate" } @@ -750,11 +750,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -822,11 +817,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +3.6점 하향 (PD 10.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -841,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -968,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1001,7 +997,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1014,7 +1010,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1052,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1063,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1092,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1167,10 +1163,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,10 +1181,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1203,10 +1199,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1249,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/247540.json b/landing/lenses/247540.json index a1ef779666d1b7d374a93c007a962e92ce529785..9609d8706fe5476663803046d946d43fd26d9914 100644 --- a/landing/lenses/247540.json +++ b/landing/lenses/247540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,10 +1256,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1274,10 +1274,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/247660.json b/landing/lenses/247660.json index 459ddde1413b4bf1abfc20e2751547ddbb8cd92c..289e75efaf145907b2e75db8137f6f8734f68ed0 100644 --- a/landing/lenses/247660.json +++ b/landing/lenses/247660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -985,10 +985,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -998,7 +998,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1007,7 +1007,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/248070.json b/landing/lenses/248070.json index 69aee1588942fc43e3015c2fb35122657f6e55e7..ec4e23260712cd2f0f6430cabc3386609bdf9460 100644 --- a/landing/lenses/248070.json +++ b/landing/lenses/248070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -869,7 +869,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -884,14 +884,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1011,10 +1011,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1044,7 +1044,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1110,7 +1110,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/248170.json b/landing/lenses/248170.json index b9e5495a1a20376be0d82e9bc795007c66710ea8..adaaf7c921cb0b13a197a7309bc9829ad42fa189 100644 --- a/landing/lenses/248170.json +++ b/landing/lenses/248170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/249420.json b/landing/lenses/249420.json index d4afbabdab79c2da08af944c10ae425f15a16bae..de22ae02da7c9f87e9e38e33ed7d903a4103d775 100644 --- a/landing/lenses/249420.json +++ b/landing/lenses/249420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,7 +906,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1200,13 +1200,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/250000.json b/landing/lenses/250000.json index 741260b97681320e40638c32bb49fd34bd4e855d..5fb942500db489a5f8827d307371c2cb5840707c 100644 --- a/landing/lenses/250000.json +++ b/landing/lenses/250000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -607,13 +607,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -732,7 +732,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,10 +1125,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/250030.json b/landing/lenses/250030.json index f65f0ebd0ef4db605c89e047c8955ed57c68f5f1..5139ea48cbd93e1eac446ce2b1c8ce1c64e30919 100644 --- a/landing/lenses/250030.json +++ b/landing/lenses/250030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -807,14 +807,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -934,19 +934,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -960,8 +960,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -973,7 +973,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1005,17 +1005,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1025,7 +1025,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1042,7 +1042,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1082,7 +1082,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1091,7 +1091,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1104,10 +1104,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1123,10 +1123,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/250060.json b/landing/lenses/250060.json index 7cc518c305c639ebde99198eab0f3967ccbc4861..b309493ddb12b8ddc32680e178c64041e6c93518 100644 --- a/landing/lenses/250060.json +++ b/landing/lenses/250060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1006,7 +1006,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,10 +1187,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1205,10 +1205,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/250930.json b/landing/lenses/250930.json index c506a3be68b57cff83c2e44efe9792618802892c..8e73dc9747a0826a5ee10092de89d8946a480209 100644 --- a/landing/lenses/250930.json +++ b/landing/lenses/250930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,7 +813,7 @@ "divergenceExplanation": [ "자본구조 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 18.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 23.66%). 최근 주가 하락이 반영된 결과", "D/EBITDA 33.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -829,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -956,15 +956,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -989,8 +989,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,17 +1035,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1080,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1108,13 +1108,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1123,7 +1123,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1358,12 +1358,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c5171b64347d", + "target": "250930", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.326 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/251120.json b/landing/lenses/251120.json index 8f15d9dde454e7896a06956c2a5e128d5b7f380e..fecd40535a05d0448472b980a389348d0007f22f 100644 --- a/landing/lenses/251120.json +++ b/landing/lenses/251120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1032,10 +1032,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1054,7 +1054,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1122,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1141,10 +1141,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1164,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/251270.json b/landing/lenses/251270.json index f86588fd3cf5167b7d52e5318af3f121b7fdfacd..61e9ced86891ce952bc57ed64884c212dd98d91f 100644 --- a/landing/lenses/251270.json +++ b/landing/lenses/251270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2022", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -828,14 +828,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -955,10 +955,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -988,7 +988,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1001,7 +1001,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1021,8 +1021,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1043,8 +1043,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1054,7 +1054,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1079,7 +1079,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1135,10 +1135,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1154,10 +1154,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1380,7 +1380,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1402,7 +1402,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1420,15 +1420,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/251370.json b/landing/lenses/251370.json index a8dff6841f8241090dfb2d638565f370afc31604..bab785c8d72927d57d4b6f25a065d09c5d5b0f64 100644 --- a/landing/lenses/251370.json +++ b/landing/lenses/251370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,7 +906,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 6.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 7.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,15 +1498,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/251630.json b/landing/lenses/251630.json index 4e502a7cd5de314abe30cc85c55d769548ae14e4..34f31ac41033487eb529d4eaa7402e64e9be3b12 100644 --- a/landing/lenses/251630.json +++ b/landing/lenses/251630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 15.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 15.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/251970.json b/landing/lenses/251970.json index fbfa49c2186165edce47b79495f767c2290f9c10..e2fa4c8954cd729cd68b76fbf595fd01077ac1bc 100644 --- a/landing/lenses/251970.json +++ b/landing/lenses/251970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/252500.json b/landing/lenses/252500.json index cd8fe3c3d0a799406a29491bc673d963ebd28079..f2a896a3ba2bd01c5e55ffc30fcf9b268afa9f46 100644 --- a/landing/lenses/252500.json +++ b/landing/lenses/252500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,8 +1061,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1092,10 +1092,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,10 +1219,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1237,10 +1237,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/252990.json b/landing/lenses/252990.json index 1b2ecf8d7607e9e05a771e8e917007aec76252c0..d451fd9847790b6cc92c7086d1454dbedb948ade 100644 --- a/landing/lenses/252990.json +++ b/landing/lenses/252990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1004,8 +1004,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1035,10 +1035,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1057,7 +1057,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1125,10 +1125,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1144,10 +1144,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/253450.json b/landing/lenses/253450.json index 152b2fdb3811ed3c35921207f7d937e7a080e067..58f409919c324ceef0ad24475292c1a3f746ce61 100644 --- a/landing/lenses/253450.json +++ b/landing/lenses/253450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.7점 하향 (PD 5.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.7점 하향 (PD 6.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/253590.json b/landing/lenses/253590.json index bf7e36b7c0e03791110dadc21cf8067bb1145272..cb37659c29eb434005fb1cf076337f48b9f6ec34 100644 --- a/landing/lenses/253590.json +++ b/landing/lenses/253590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,14 +909,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1036,10 +1036,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1216,10 +1216,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1235,10 +1235,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/253840.json b/landing/lenses/253840.json index dd762eb5425074429fd2af9af4c791237f8d0990..01a37159e56af1750ec242d6624fb93ba709283f 100644 --- a/landing/lenses/253840.json +++ b/landing/lenses/253840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,7 +874,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/254120.json b/landing/lenses/254120.json index de116ebff344f10c6132af61995575082d4419c1..788f4390d3a14a3f5ff5564c29ab4056a193f05f 100644 --- a/landing/lenses/254120.json +++ b/landing/lenses/254120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/254490.json b/landing/lenses/254490.json index 044e26f7b7d1402b7c3964c8c7e8727599acf753..383ae6ec807b3f87efe243508033e54dda3d7c7d 100644 --- a/landing/lenses/254490.json +++ b/landing/lenses/254490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/255220.json b/landing/lenses/255220.json index 4e086fef57f6251490c8d66bae9dedc5c2d89cb6..0e10df5a470c404f82355cfd4978b68ff8f8164b 100644 --- a/landing/lenses/255220.json +++ b/landing/lenses/255220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2018", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/255440.json b/landing/lenses/255440.json index cc8a4e2c340a3224c409ca146982c21d1c4f345c..b793e488370dfe97efdb65254cf7cbb8a5965d59 100644 --- a/landing/lenses/255440.json +++ b/landing/lenses/255440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1044,19 +1044,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1202,7 +1202,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256150.json b/landing/lenses/256150.json index 0cbba21c4b46645e1baf665ae6f5406e303ed414..4aca86efd519dcf8399238d6a957b0756dc6d39f 100644 --- a/landing/lenses/256150.json +++ b/landing/lenses/256150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1033,7 +1033,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256630.json b/landing/lenses/256630.json index c33dd38378efe10b2d31e40d87eae03c32bed324..1c69ccc67945140717129d392ac3b7586e9bc3c4 100644 --- a/landing/lenses/256630.json +++ b/landing/lenses/256630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,14 +896,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1023,19 +1023,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1056,8 +1056,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,17 +1102,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1147,7 +1147,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1181,7 +1181,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1190,7 +1190,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256840.json b/landing/lenses/256840.json index f08b0af04039e5881237e41683fcd311db2d558a..f6019592ce4a0a3e97abc74d7b4be7cf484f7e40 100644 --- a/landing/lenses/256840.json +++ b/landing/lenses/256840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256940.json b/landing/lenses/256940.json index 8d2303a5000f43be582ddc31dfa17d271c9cd9dd..ac1086cbcd28a53e11033cae705757db2e4c3b51 100644 --- a/landing/lenses/256940.json +++ b/landing/lenses/256940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "채무상환능력 축이 89점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 47.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 45.27%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/257370.json b/landing/lenses/257370.json index fd2b2c03d8540dc7572c59988afe986f5f9df99b..de5c5d225cc5a973f43faf322007467327f450b1 100644 --- a/landing/lenses/257370.json +++ b/landing/lenses/257370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -530,13 +530,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -961,10 +961,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -980,8 +980,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1011,10 +1011,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1024,7 +1024,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1033,7 +1033,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/257720.json b/landing/lenses/257720.json index e24b096e05a9a76a27ae8b12e7d9f279c8fab11c..71b967f35a16b8d1837d6bd4c57b4024b796a4f1 100644 --- a/landing/lenses/257720.json +++ b/landing/lenses/257720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -989,19 +989,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1022,8 +1022,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1035,7 +1035,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,17 +1068,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1141,13 +1141,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1156,7 +1156,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/257990.json b/landing/lenses/257990.json index a80225be3e3fc0e98c2703b4be81c928b5cf7e7f..66352e7c19f6db59493fc5772a224b812b602571 100644 --- a/landing/lenses/257990.json +++ b/landing/lenses/257990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2020", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -366,10 +366,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-13", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -405,7 +405,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -425,7 +425,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-13", "period": "2025", "status": "derived", @@ -446,7 +446,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-13", "period": "2025", "status": "observed", @@ -536,10 +536,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -555,10 +555,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -586,7 +586,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/258610.json b/landing/lenses/258610.json index 8e9a99d015608feb9ef72c252792291eacbc7147..7eb26e87373e84a00f68395d1e8da36a3632425f 100644 --- a/landing/lenses/258610.json +++ b/landing/lenses/258610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -612,18 +612,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.63, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 29.38, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,14 +808,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 31.63, + "score": 29.38, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 32.27, + "grade": "dCR-BBB-", + "score": 30.02, "assumptions": { "scenarioStress": "moderate" } @@ -831,11 +831,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -907,7 +902,6 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.82%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -923,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1083,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1130,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/258790.json b/landing/lenses/258790.json index f65b6f90d37711243427c427b0d6d839ab63cce8..0b8cb968f97854c7dbc8714c76af4f3985d62fe7 100644 --- a/landing/lenses/258790.json +++ b/landing/lenses/258790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -587,13 +587,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -693,7 +693,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -712,7 +712,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1063,7 +1063,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/258830.json b/landing/lenses/258830.json index 2614518b8f5d4a37a7062e148b97e29a3849bdcb..f148189945082cfd8054a6ca095dd69ecfd0b9c4 100644 --- a/landing/lenses/258830.json +++ b/landing/lenses/258830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -597,13 +597,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/259630.json b/landing/lenses/259630.json index 175e64eb9c5e5cfe19e164d6dca534ebbe8e2e11..64eb84d646b0eb9b4ed71f322c5fe850f8e4bc66 100644 --- a/landing/lenses/259630.json +++ b/landing/lenses/259630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,7 +1454,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1476,7 +1476,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1494,8 +1494,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/259960.json b/landing/lenses/259960.json index 253394e76e11076951dedf4e64b32fb788f90353..b46d3cfe36d3809c7cc9b1baa54e232b165813be 100644 --- a/landing/lenses/259960.json +++ b/landing/lenses/259960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/260660.json b/landing/lenses/260660.json index b20a630a532128968991ace361083b4710e2506f..cd69e6d997ba306446a2ca90b0c1f7c3f5c08d28 100644 --- a/landing/lenses/260660.json +++ b/landing/lenses/260660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -906,7 +906,7 @@ "divergenceExplanation": [ "현금흐름 축이 39점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1098,10 +1098,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1111,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/260930.json b/landing/lenses/260930.json index 93c8908de76fe3951b76f430c879a5261d1e1623..44a33e7d0e9d5851ea642f9b08bfebd7da900a23 100644 --- a/landing/lenses/260930.json +++ b/landing/lenses/260930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -903,7 +903,7 @@ "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.86%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/260970.json b/landing/lenses/260970.json index f3ea3b6b749a93d9490b35ff89c02b05531da28f..d62d82e1029b5ddea63f5bd3f699bd44e4dd6455 100644 --- a/landing/lenses/260970.json +++ b/landing/lenses/260970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1031,10 +1031,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1053,7 +1053,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1121,10 +1121,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1140,10 +1140,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/261200.json b/landing/lenses/261200.json index c7d44854b76946578855dcd98c2d3a8227a00ee9..c2d70a06547c154b2baec6f46bc3b1c56718e21f 100644 --- a/landing/lenses/261200.json +++ b/landing/lenses/261200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1450,12 +1450,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c890a8c5b406", + "target": "261200", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/261520.json b/landing/lenses/261520.json index db169d9fba2856b957cf76643247cf3d13aab8db..fe23fa9c44f1cddeaaba32cbea5cd16f8abfe209 100644 --- a/landing/lenses/261520.json +++ b/landing/lenses/261520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/261780.json b/landing/lenses/261780.json index 35f69e01f7c611db42ca32e6c11555b4b91669f9..39b9df3cd1d498aaa380c863fcbf17c56e15860c 100644 --- a/landing/lenses/261780.json +++ b/landing/lenses/261780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -708,14 +708,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -854,8 +854,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -867,8 +867,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -885,10 +885,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -898,7 +898,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -907,7 +907,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -994,10 +994,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1017,7 +1017,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1025,7 +1025,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/262260.json b/landing/lenses/262260.json index a38fec28c9bbd46eaaf3b1d327fe11aa72e5e0fe..eec37086c8c41bb5c496ea377b1b965c4fb395d7 100644 --- a/landing/lenses/262260.json +++ b/landing/lenses/262260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,7 +860,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 44.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.64%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -876,14 +876,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1003,19 +1003,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1036,8 +1036,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1049,7 +1049,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1082,17 +1082,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1161,7 +1161,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1170,7 +1170,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1183,10 +1183,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1202,10 +1202,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1405,12 +1405,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ed9d1301df48", + "target": "262260", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.24 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/262840.json b/landing/lenses/262840.json index 0eecd984719c2f308b82cc26f6fe6762f1e1e38b..cfc0d2012f18d9402542c1743b0be7af84b45a9f 100644 --- a/landing/lenses/262840.json +++ b/landing/lenses/262840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1004,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1203,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263020.json b/landing/lenses/263020.json index a8dd692b96012ba92103e98aea37cabd62208667..692ceabb76f3852bc4c804c0f85d434e219e9061 100644 --- a/landing/lenses/263020.json +++ b/landing/lenses/263020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1029,19 +1029,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1062,8 +1062,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1075,7 +1075,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1108,17 +1108,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1181,13 +1181,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1196,7 +1196,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263050.json b/landing/lenses/263050.json index f097825fdb50c6da521fc37c3502a8fa63305bc9..87be297bfbc7e85ab090c3fb10338dce1a893386 100644 --- a/landing/lenses/263050.json +++ b/landing/lenses/263050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,7 +822,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 53.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 54.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-02-06", "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-02-06", "period": "2023", "status": "derived", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-02-06", "period": "2023", "status": "observed", @@ -1134,10 +1134,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1153,10 +1153,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263600.json b/landing/lenses/263600.json index 137a0b9dcb9cd36240a74f2a59f8cf2dd9ef81bb..49245c1cec2b1f2602670e735fa43af2990af022 100644 --- a/landing/lenses/263600.json +++ b/landing/lenses/263600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263690.json b/landing/lenses/263690.json index f1625c29fd70d935afd1d08e3f52752ec3d166fa..4c876ecfa4ccf1dce52bdcff25958dc646a95841 100644 --- a/landing/lenses/263690.json +++ b/landing/lenses/263690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1062,8 +1062,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1075,7 +1075,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1115,10 +1115,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263700.json b/landing/lenses/263700.json index ce612d66aad956706579bb2313c620662162a181..9e110c87d1e01599350fbb12700bfcaf2c39ec7e 100644 --- a/landing/lenses/263700.json +++ b/landing/lenses/263700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -830,14 +830,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -957,19 +957,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -990,8 +990,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,17 +1036,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1056,7 +1056,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1081,7 +1081,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1109,13 +1109,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1124,7 +1124,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263720.json b/landing/lenses/263720.json index ec01c76388f7b3ff7ea692a55b9b7e46fa061ed6..1749dc4eb9d67d4002f0f722c2b6f1126a3b594a 100644 --- a/landing/lenses/263720.json +++ b/landing/lenses/263720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,10 +1127,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263750.json b/landing/lenses/263750.json index cb0b201a5c62b6e65defb2e5c32aaa6f2a6c3a3d..0d9bc6cdb820c8915329fafea02afe8787a7b342 100644 --- a/landing/lenses/263750.json +++ b/landing/lenses/263750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1069,8 +1069,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263770.json b/landing/lenses/263770.json index 75aa17174e95504f4f10a9abbef2f688372500dd..71180bc9d38fa4231429d862fd2e02bb6d5c14cc 100644 --- a/landing/lenses/263770.json +++ b/landing/lenses/263770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263800.json b/landing/lenses/263800.json index 464bf921db405b827070bf4c099504476aae93fc..686524faa715846b97bf081db3efe8a7338acf88 100644 --- a/landing/lenses/263800.json +++ b/landing/lenses/263800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263810.json b/landing/lenses/263810.json index b3a3570f67216c4d630a42b2b8e87aa7ce5ee338..992d13335ae1cc5e5fbf4b1b55e843818b19fcaa 100644 --- a/landing/lenses/263810.json +++ b/landing/lenses/263810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263860.json b/landing/lenses/263860.json index 15059c99173a7b309fcf015c0afc79e3064165cf..cd7f758f308c4b42f243ef7e7d578638e7b9da7a 100644 --- a/landing/lenses/263860.json +++ b/landing/lenses/263860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1073,7 +1073,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263920.json b/landing/lenses/263920.json index 0895ecba1705543d824b0a8c81b0af4a0f533d2e..2cb87e6dbe243f0c4cafd323f93a17080ad3116c 100644 --- a/landing/lenses/263920.json +++ b/landing/lenses/263920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/264450.json b/landing/lenses/264450.json index 969686f4ee36224bfed3a2149b1664cff65989cc..8a521e27fa067acf185a9768945032a8ebd6632a 100644 --- a/landing/lenses/264450.json +++ b/landing/lenses/264450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/264660.json b/landing/lenses/264660.json index 4145f8483d6fb629e5216e7da22d748730c09e70..d0b12a746665dabeba57d4a4c7b2a878a2c6562b 100644 --- a/landing/lenses/264660.json +++ b/landing/lenses/264660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -609,18 +609,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 10.25, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 12.51, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -805,14 +805,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 10.25, + "score": 12.51, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 10.67, + "score": 12.96, "assumptions": { "scenarioStress": "moderate" } @@ -899,6 +899,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -913,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1040,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1073,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1086,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1164,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1198,7 +1199,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1207,7 +1208,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1220,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1239,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1442,88 +1443,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2698ca1e5fe0", - "target": "264660", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.265 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/264850.json b/landing/lenses/264850.json index 1e6e3f71dc1d8065b125eacf3edf66cd3ca97e3e..0e8f52de7c2ca7ba98e59205abb1c47ea2e60c0c 100644 --- a/landing/lenses/264850.json +++ b/landing/lenses/264850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/264900.json b/landing/lenses/264900.json index edbb2236c2d808a04c72619b256cdf49dd95eedb..db5086e5e99f0bab9ba0081917402f454676b169 100644 --- a/landing/lenses/264900.json +++ b/landing/lenses/264900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 39점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/265520.json b/landing/lenses/265520.json index bfcc381104e419833149c19b83b5aa20ec153fba..6a6b32927958b64bcd7b36f7ebd540395d3b6a3e 100644 --- a/landing/lenses/265520.json +++ b/landing/lenses/265520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/265560.json b/landing/lenses/265560.json index 65e91520a3765660ac7c4cb62eb9955e4ea5d324..9bc28455ecbd972442ca084b7d8332df2027b1b5 100644 --- a/landing/lenses/265560.json +++ b/landing/lenses/265560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1075,7 +1075,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1593,7 +1593,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1615,7 +1615,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1633,15 +1633,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/265740.json b/landing/lenses/265740.json index 555035a5fd4e9bd952c2f8bfe7d2c03db7434437..4c743ee984b3b307bff3150f2e95a4b7f13885e0 100644 --- a/landing/lenses/265740.json +++ b/landing/lenses/265740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1000,19 +1000,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1026,8 +1026,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,17 +1071,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1148,7 +1148,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1157,7 +1157,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/266170.json b/landing/lenses/266170.json index ff1d530208b8c431db2f125d7f8fff5c9f4e3331..df58ed64057c0572560afc63d3dabc41e5548af6 100644 --- a/landing/lenses/266170.json +++ b/landing/lenses/266170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -38,10 +38,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -233,14 +233,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -360,10 +360,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-31", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -399,7 +399,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -419,7 +419,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-31", "period": "2025", "status": "derived", @@ -440,7 +440,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", @@ -530,10 +530,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -549,10 +549,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -580,7 +580,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/266350.json b/landing/lenses/266350.json index d2dcebdbf3da8fe70197b7a1246acff7636fc160..9fdf69865ce58be7cc330c3533df0741517880fa 100644 --- a/landing/lenses/266350.json +++ b/landing/lenses/266350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025Q4", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -397,13 +397,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -568,14 +568,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -695,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -734,7 +734,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -754,7 +754,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -845,10 +845,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -864,10 +864,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -887,7 +887,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -895,7 +895,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267080.json b/landing/lenses/267080.json index 6efa5dc20f01694c36ffc2fa0de0b3a771641728..767c8d58231d3d804313d5b6e7944c1abf7d7408 100644 --- a/landing/lenses/267080.json +++ b/landing/lenses/267080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025Q4", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -726,7 +726,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2024", "status": "derived", @@ -834,10 +834,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -853,10 +853,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,10 +880,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -894,7 +894,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -902,7 +902,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -918,7 +918,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267250.json b/landing/lenses/267250.json index 847638b7c73bac5555fb7167c8b60f306795e3ec..808124882f9e4a5abd64594933d8f98a793e42a3 100644 --- a/landing/lenses/267250.json +++ b/landing/lenses/267250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267260.json b/landing/lenses/267260.json index fa213a3f58c9a2491f0433bfdc454e726a8554a6..c26b3ae1b3e1c3f351211a4230e509212f947d87 100644 --- a/landing/lenses/267260.json +++ b/landing/lenses/267260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1663,7 +1663,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1685,7 +1685,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1703,8 +1703,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/267270.json b/landing/lenses/267270.json index 95c1ca5fdb111165ac07e991aa61fa1b4008c29b..c1c3fba51cb26aaa771f85097bddda00f86083fe 100644 --- a/landing/lenses/267270.json +++ b/landing/lenses/267270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,10 +1257,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1275,10 +1275,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267290.json b/landing/lenses/267290.json index c866c1db7cea8d59421f34cb39b000abec3f0e0d..9aa4ae37222da8c5c896f995cbc4a3de60e53989 100644 --- a/landing/lenses/267290.json +++ b/landing/lenses/267290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267320.json b/landing/lenses/267320.json index 08305137eb466178797f0b75721d0dba23f8b5b9..3827190239f3c900e570ff3612d83db77a15197d 100644 --- a/landing/lenses/267320.json +++ b/landing/lenses/267320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -884,14 +884,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1011,10 +1011,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1421,7 +1421,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1443,7 +1443,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1461,8 +1461,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/267790.json b/landing/lenses/267790.json index 6a60a73e8f3bef7b20c085b3cd825d51b177b9bc..f102af23af68b10a32cac75ee079ecb506f6ca41 100644 --- a/landing/lenses/267790.json +++ b/landing/lenses/267790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1045,15 +1045,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1197,13 +1197,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1212,7 +1212,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1447,12 +1447,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:01faca3d9a42", + "target": "267790", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.402 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/267850.json b/landing/lenses/267850.json index e69ded2fcee82652330175bd535fa2452bf440fd..9af43e38f0080b9679b0d7edd48ca2be7e4fae40 100644 --- a/landing/lenses/267850.json +++ b/landing/lenses/267850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267980.json b/landing/lenses/267980.json index eea86b2c8dbd4d772cdf710694ce38b285374a94..49d5957c6b9dddf6357259b22924f2a4ab742212 100644 --- a/landing/lenses/267980.json +++ b/landing/lenses/267980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/268280.json b/landing/lenses/268280.json index bfb5c72cd25e5d04195174355c92eb49bd732773..df14d8a3a6b60c2770afb09c7ea5713a716cdea7 100644 --- a/landing/lenses/268280.json +++ b/landing/lenses/268280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/269620.json b/landing/lenses/269620.json index 6a1793842c72e8842a2a0845631511aa74dc74e4..2004dcf8b84beb74964fa0aeab4b29bbce3747b8 100644 --- a/landing/lenses/269620.json +++ b/landing/lenses/269620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-24", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-24", "period": "2025", "status": "derived", @@ -1130,7 +1130,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-24", "period": "2025", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/270520.json b/landing/lenses/270520.json index 9f733b1a4b0f927f5d997451f48e6894329f55b7..3cb70c715c2669d5e2a660e1a8bc85dd6bc4993b 100644 --- a/landing/lenses/270520.json +++ b/landing/lenses/270520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -540,13 +540,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,8 +974,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1010,7 +1010,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1085,10 +1085,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/270660.json b/landing/lenses/270660.json index 329372c8812cef72fb1a39ac514e2cb988cb54c5..654c530f9657cd6236d625ab746a20602a66196d 100644 --- a/landing/lenses/270660.json +++ b/landing/lenses/270660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/270870.json b/landing/lenses/270870.json index fc06004bce2731268dd3461bce1b207522c9b0bd..5054509e47a19c21953f289cf4b35e886ae9079c 100644 --- a/landing/lenses/270870.json +++ b/landing/lenses/270870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1066,7 +1066,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/271560.json b/landing/lenses/271560.json index 39abca62eb32a60e4fe6120ae2a3f5a5aee3108e..ee758fcbc69a890a7bff88bfea3041cff949190b 100644 --- a/landing/lenses/271560.json +++ b/landing/lenses/271560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1549,7 +1549,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1571,7 +1571,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1589,15 +1589,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/271830.json b/landing/lenses/271830.json index 50388165a950bb82eda4964b5a6b0304914ad2a6..f49c8d417d33cb2814e0a370993af544de7de1ce 100644 --- a/landing/lenses/271830.json +++ b/landing/lenses/271830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -767,7 +767,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 35.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -782,14 +782,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -909,15 +909,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -942,8 +942,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -955,7 +955,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -975,8 +975,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,17 +988,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1008,7 +1008,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1033,7 +1033,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1067,7 +1067,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1076,7 +1076,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1089,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1108,10 +1108,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,12 +1311,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:519f17bbc467", + "target": "271830", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.609 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/271940.json b/landing/lenses/271940.json index 5ff7e5dfbb2889992234443c1d708c05e84d2864..57986df50338b83415c97f9631574d1b2bcb94b2 100644 --- a/landing/lenses/271940.json +++ b/landing/lenses/271940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -785,7 +785,7 @@ "divergenceExplanation": [ "채무상환능력 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -946,8 +946,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -977,10 +977,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -990,7 +990,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -999,7 +999,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,10 +1086,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/271980.json b/landing/lenses/271980.json index 86e7b39def055d2e629e5e6fc34b19b88abf6cd0..b5b8b8eccf964ec222be5af27d4f94a76e42915a 100644 --- a/landing/lenses/271980.json +++ b/landing/lenses/271980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1043,15 +1043,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1195,13 +1195,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1445,12 +1445,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:265b67c5ecd9", + "target": "271980", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/272110.json b/landing/lenses/272110.json index 1fe18f2fa9ebdf6b73e4719d2868665a0ceb7181..e42796c18498b8e9981bb09e2fc3d0e00e719ef9 100644 --- a/landing/lenses/272110.json +++ b/landing/lenses/272110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -589,18 +589,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 19.20, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 21.18, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,14 +785,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 19.2, + "score": 21.18, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 20.45, + "grade": "dCR-BBB+", + "score": 22.65, "assumptions": { "scenarioStress": "moderate" } @@ -808,6 +808,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -878,7 +883,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -893,14 +898,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1020,19 +1025,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1053,8 +1058,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1066,7 +1071,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1086,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1099,17 +1104,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1119,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1144,7 +1149,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1178,7 +1183,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1187,7 +1192,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1200,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1219,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1516,88 +1521,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b1a81508b475", - "target": "272110", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/272210.json b/landing/lenses/272210.json index 15d761301ea5aab5877e8b4ae47ea13de9c79a31..51e96ab8969d3f8d3129a7e5e598070cc95645bb 100644 --- a/landing/lenses/272210.json +++ b/landing/lenses/272210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,14 +896,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1023,10 +1023,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272290.json b/landing/lenses/272290.json index 0b2c073c79f1cb43e54d71d35cd40756c0eb3b44..1d6574bbbc1f1ed3d61883545a765276c4e1d6b1 100644 --- a/landing/lenses/272290.json +++ b/landing/lenses/272290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,7 +906,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272450.json b/landing/lenses/272450.json index eca692dea433833b393de3fd17b1975fc960af5a..a7793a96a67893a6a31e5d1b5f37c143f520f1ae 100644 --- a/landing/lenses/272450.json +++ b/landing/lenses/272450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 29.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1061,7 +1061,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272550.json b/landing/lenses/272550.json index 3709ee730a23afa2e3299ce8992f72c24d3bc4e2..d26584d37c64e4e9570ff4cc4cf7d377a35b470b 100644 --- a/landing/lenses/272550.json +++ b/landing/lenses/272550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,7 +904,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/273060.json b/landing/lenses/273060.json index c96b7a6919e3614a2dd319ceee3ec0208cc9b7a9..f2fda1fb1198671a992e0134e66b0297170f7b8f 100644 --- a/landing/lenses/273060.json +++ b/landing/lenses/273060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-08-19", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1035,7 +1035,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-19", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-19", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-19", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1412,7 +1412,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1434,7 +1434,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1452,15 +1452,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-19", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/273640.json b/landing/lenses/273640.json index 3b5bddb41a7c7d4bc2abdb05b528c63ec6025a25..63806dde2c944e02a4a6a18fe3f997c9f58ae026 100644 --- a/landing/lenses/273640.json +++ b/landing/lenses/273640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/274090.json b/landing/lenses/274090.json index 244610615f9d85b32cad68c5d782ab3a9f506016..60728628305a6423e9905a986ca0d763f57f0da8 100644 --- a/landing/lenses/274090.json +++ b/landing/lenses/274090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2021", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/274400.json b/landing/lenses/274400.json index 021d5d65829d01604ed9f108ac43c23280a3c243..9286c87ab68e4c4896d7f8e11eb4b2ffc2c35337 100644 --- a/landing/lenses/274400.json +++ b/landing/lenses/274400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -572,14 +572,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -731,8 +731,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -751,8 +751,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -771,7 +771,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -839,10 +839,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -858,10 +858,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/275630.json b/landing/lenses/275630.json index 0aa3ceee5a0eb8e503c6f683d60b1da792bdc9e4..1dbfb36bcd90682c725c6a45154230b689ce1438 100644 --- a/landing/lenses/275630.json +++ b/landing/lenses/275630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1064,7 +1064,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/276040.json b/landing/lenses/276040.json index 47e4a7be904922db43f6e12ea9be1c556c91eb6a..0404f5143ef25ae67c976d3104983b23ee79d659 100644 --- a/landing/lenses/276040.json +++ b/landing/lenses/276040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -348,13 +348,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -548,14 +548,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -675,10 +675,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-07", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -721,7 +721,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -741,7 +741,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-07", "period": "2025", "status": "derived", @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-07", "period": "2025", "status": "observed", @@ -855,10 +855,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -874,10 +874,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -905,7 +905,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/276730.json b/landing/lenses/276730.json index 1293a68e428a5950e21093c4a3e0703e301cf581..51e5c73023a99c9da2c71f512848b122b6fe4650 100644 --- a/landing/lenses/276730.json +++ b/landing/lenses/276730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -784,7 +784,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 224.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 237.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -799,14 +799,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -926,10 +926,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -972,7 +972,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,10 +1152,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277070.json b/landing/lenses/277070.json index 1be52d34a803e900b8f26183353a5a9c8a79775a..389a92c61179ff4ec4d1164427127ab93e7917b6 100644 --- a/landing/lenses/277070.json +++ b/landing/lenses/277070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -157,7 +157,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -178,7 +178,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -210,7 +210,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -231,7 +231,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -263,7 +263,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -679,14 +679,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -806,10 +806,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -852,7 +852,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -872,8 +872,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -894,8 +894,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -930,7 +930,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1005,10 +1005,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1023,10 +1023,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1041,10 +1041,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1055,7 +1055,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1063,7 +1063,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1071,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277410.json b/landing/lenses/277410.json index 4f76057ea6bef5f52fc3fca22a2fd173f4136979..f0f384210e6553503a4ae34fe10cf78ff109d004 100644 --- a/landing/lenses/277410.json +++ b/landing/lenses/277410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,7 +896,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 11.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 11.89%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277810.json b/landing/lenses/277810.json index 7b2db621fcf7cb46386c176a0d2429765b1c969d..1a4a7a216ae73682081c9c3dbe046d5409ed322b 100644 --- a/landing/lenses/277810.json +++ b/landing/lenses/277810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2021", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -889,7 +889,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -909,8 +909,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -930,8 +930,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -958,7 +958,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1020,10 +1020,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1039,10 +1039,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1070,7 +1070,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277880.json b/landing/lenses/277880.json index f4e971943725dd7b8a17bf5412569886da85a3c8..2ad5e4a1843350b579daddf9e80a07a34c3eb830 100644 --- a/landing/lenses/277880.json +++ b/landing/lenses/277880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/278280.json b/landing/lenses/278280.json index 36823a4aa9f963361e4bd7d84706b0c683095d2e..c6cea7395fd65121602bc0f23ebd65ff18d38fa4 100644 --- a/landing/lenses/278280.json +++ b/landing/lenses/278280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -898,7 +898,7 @@ "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 9.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,10 +1126,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/278470.json b/landing/lenses/278470.json index 8d9452d079da6aa3469c1a6069a253e8f09fc525..8505ba31015a9cb83382960d4dcdbd3bdef28b7d 100644 --- a/landing/lenses/278470.json +++ b/landing/lenses/278470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1016,19 +1016,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,17 +1095,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1174,7 +1174,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1183,7 +1183,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1418,12 +1418,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:042b06113f8d", + "target": "278470", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/278650.json b/landing/lenses/278650.json index 2a0df0d83760ed40b9ef7e6cd0c36f549fb31145..5fad7c06eb76f8f8c17a6f6ebddabe3eed1761c4 100644 --- a/landing/lenses/278650.json +++ b/landing/lenses/278650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -591,18 +591,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 27.27, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 30.02, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -787,14 +787,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 27.27, + "score": 30.02, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 28.4, + "score": 31.35, "assumptions": { "scenarioStress": "moderate" } @@ -875,7 +875,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 9.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1017,15 +1017,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1050,8 +1050,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1063,7 +1063,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,17 +1096,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1175,7 +1175,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1184,7 +1184,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1419,88 +1419,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d8315be8da82", - "target": "278650", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.574 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/278990.json b/landing/lenses/278990.json index b23ef5d97170e5482c824d472d5fd0e61e19e002..75f4d4960d700ecdd97b3645c805852a8e579824 100644 --- a/landing/lenses/278990.json +++ b/landing/lenses/278990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -364,10 +364,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -410,7 +410,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -430,8 +430,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -452,8 +452,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -488,7 +488,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -544,10 +544,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -563,10 +563,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -590,10 +590,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -604,7 +604,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -612,7 +612,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -628,7 +628,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -886,7 +886,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -908,7 +908,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -926,8 +926,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/279570.json b/landing/lenses/279570.json index 8430700b525e162c2a7ca963266182d098e468c4..881cecdae24bbe0b882a9f940deb56d1545bd67d 100644 --- a/landing/lenses/279570.json +++ b/landing/lenses/279570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -689,8 +689,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -702,8 +702,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -720,10 +720,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -733,7 +733,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -742,7 +742,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -810,10 +810,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -829,10 +829,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -852,7 +852,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/279600.json b/landing/lenses/279600.json index 09f73fdf4f81cf21912703212832230bbf37611c..5889839f31ad1ac321cb2ecfaf9c9e25b8a03b77 100644 --- a/landing/lenses/279600.json +++ b/landing/lenses/279600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -521,13 +521,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -589,7 +589,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -806,7 +806,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 145.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 144.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1088,10 +1088,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1107,10 +1107,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/280360.json b/landing/lenses/280360.json index 37f61ee8ebc4050601e0fd4d7c7f019b88bb60c3..a295f0ff0c3569b7bb5ef9b0f853fc52b31ca293 100644 --- a/landing/lenses/280360.json +++ b/landing/lenses/280360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/281740.json b/landing/lenses/281740.json index 2a3fd6f745af707fcb9e7fcb699796596ac7585b..51bbd92a202a9e8ec008723e7bf1afa775a8d71d 100644 --- a/landing/lenses/281740.json +++ b/landing/lenses/281740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -588,13 +588,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,10 +1236,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1254,10 +1254,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/281820.json b/landing/lenses/281820.json index f3d533bf2c0526c81a5eb9e151663c2b9a13fe7a..c0f38d32ee4095b32f16f57da899e8b92727e846 100644 --- a/landing/lenses/281820.json +++ b/landing/lenses/281820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/282330.json b/landing/lenses/282330.json index 4ebbb79cfa257491a6717cd5ea0c1457884e18ba..5ff13a32fa8011df5afd3f31eb6255a9fd5a4455 100644 --- a/landing/lenses/282330.json +++ b/landing/lenses/282330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,7 +904,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1198,13 +1198,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/282620.json b/landing/lenses/282620.json index df2afa8d367c9abe5715c2f56bd189bbd1e94ca5..8990865ad2314ee8fe5006fd43a91fca2d76ae82 100644 --- a/landing/lenses/282620.json +++ b/landing/lenses/282620.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/282720.json b/landing/lenses/282720.json index 5d90a6f677616c90a9b24e072aeab6c724a68874..bb0c590e9d38729c07769c2001149ba9719bee54 100644 --- a/landing/lenses/282720.json +++ b/landing/lenses/282720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -971,10 +971,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1004,8 +1004,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,10 +1057,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1070,7 +1070,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1095,7 +1095,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1151,10 +1151,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1170,10 +1170,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/282880.json b/landing/lenses/282880.json index 1fc06a852d5c65293aa2f67197ef3bfbeb09e39d..a1b00246e1646b549ed8aad7d1921e9a1aca5ba0 100644 --- a/landing/lenses/282880.json +++ b/landing/lenses/282880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -882,7 +882,7 @@ "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1024,19 +1024,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1057,8 +1057,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,17 +1103,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1182,7 +1182,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1191,7 +1191,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1426,88 +1426,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a22d2cb0c024", - "target": "282880", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/284620.json b/landing/lenses/284620.json index a147cdc601f39881b5de980acf2afb321ffac885..96c3dec2a40ecf8fc4564c4b9597959718e4eaee 100644 --- a/landing/lenses/284620.json +++ b/landing/lenses/284620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -751,14 +751,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -878,10 +878,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -917,7 +917,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -937,7 +937,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1028,10 +1028,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1047,10 +1047,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1070,7 +1070,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1078,7 +1078,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/284740.json b/landing/lenses/284740.json index ef2c87b8c540b8545ca99e410014cdc0c76a54f1..77527d60fc0424a3ec4dc32e131f8ff0b3d35ab5 100644 --- a/landing/lenses/284740.json +++ b/landing/lenses/284740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1037,19 +1037,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1116,17 +1116,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1189,13 +1189,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1204,7 +1204,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/285130.json b/landing/lenses/285130.json index 8b4a267e485a43c10b92bebe8780b7e9926fd774..3c7d60b3131f2110f03f9dc01861e1ed9a972c1d 100644 --- a/landing/lenses/285130.json +++ b/landing/lenses/285130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/285490.json b/landing/lenses/285490.json index 2b4f7c3485699acf43d68918346d0a1c532afc71..af04a585be7c7770a7d6b12f6c5384faa09f7cde 100644 --- a/landing/lenses/285490.json +++ b/landing/lenses/285490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1024,15 +1024,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1057,8 +1057,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,17 +1103,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1182,7 +1182,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1191,7 +1191,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,10 +1250,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1268,10 +1268,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1638,12 +1638,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:78d8171b688d", + "target": "285490", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/285800.json b/landing/lenses/285800.json index fd0358a5b18611a856c31307fc615cb6998dd1d2..3dbb19ea8baf3a8a4342f05e4d99d9b20283d637 100644 --- a/landing/lenses/285800.json +++ b/landing/lenses/285800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -892,19 +892,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-08-20", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -925,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-20", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,17 +971,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-20", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-20", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1050,7 +1050,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1059,7 +1059,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,10 +1109,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1127,10 +1127,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1449,88 +1449,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:cb97c791e3b1", - "target": "285800", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-20", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/286750.json b/landing/lenses/286750.json index bec34ce472504b6fcd2dfc473bd9219244123e36..71b4454ab3718a6a53d58f3504318dcbafa9f130 100644 --- a/landing/lenses/286750.json +++ b/landing/lenses/286750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -809,7 +809,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 21.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 21.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -824,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -951,19 +951,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -984,8 +984,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1030,17 +1030,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1109,7 +1109,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1118,7 +1118,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1168,10 +1168,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1186,10 +1186,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/286940.json b/landing/lenses/286940.json index b6fc41a876f91fd6bc5069ce2be5d6e21a24c404..e223d284a95e323e26f2102759827fbb6b61ba70 100644 --- a/landing/lenses/286940.json +++ b/landing/lenses/286940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1064,8 +1064,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1117,10 +1117,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/287840.json b/landing/lenses/287840.json index 217af6e6adbb7151443304651879a021ebd1d983..6e5241d4e3d6282b8b39106f733ede8f6bf58aa8 100644 --- a/landing/lenses/287840.json +++ b/landing/lenses/287840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/288180.json b/landing/lenses/288180.json index 46a143b982f254882a3f99469c5d5165f02885a4..5ea8797ab546c577e92b99f4dbc44d82a83223d0 100644 --- a/landing/lenses/288180.json +++ b/landing/lenses/288180.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/288330.json b/landing/lenses/288330.json index 64627471326d812f797ecb9c268ea7f6694a1f1a..35df99fe67a07339469f8043492f53a5b749d229 100644 --- a/landing/lenses/288330.json +++ b/landing/lenses/288330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,7 +812,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 362.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 359.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-07", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -986,7 +986,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-07", "period": null, "status": "derived", @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-07", "period": null, "status": "observed", @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/288620.json b/landing/lenses/288620.json index ce0f09d409abbb75ec6636f7f407be9768d2156a..587b9d06c2f66cfd1d86d982651d612524656427 100644 --- a/landing/lenses/288620.json +++ b/landing/lenses/288620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,7 +892,7 @@ "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 14.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 14.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1034,19 +1034,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1113,17 +1113,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1192,7 +1192,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1201,7 +1201,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/288980.json b/landing/lenses/288980.json index 99ff150e8e96b9f216bd1fe8b442d36043ed5d9d..c889ae47ef37aa777bc3ce8dcb334c26a4dbe182 100644 --- a/landing/lenses/288980.json +++ b/landing/lenses/288980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,7 +777,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 887.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 929.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -792,14 +792,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -919,10 +919,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -965,7 +965,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -985,8 +985,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1007,8 +1007,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1043,7 +1043,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1099,10 +1099,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1118,10 +1118,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289010.json b/landing/lenses/289010.json index fd0aa83513f73a89824bffe50396423b4609704b..22eadbc0de30620142c1a32950729d4220683df2 100644 --- a/landing/lenses/289010.json +++ b/landing/lenses/289010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1012,10 +1012,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1038,7 +1038,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,10 +1228,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1246,10 +1246,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289080.json b/landing/lenses/289080.json index c9839c196be33bdf455f25106fa8a70ce84b16b4..7b2e98a4a577d14251eb0222080cea1dba5b1fd5 100644 --- a/landing/lenses/289080.json +++ b/landing/lenses/289080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -94,7 +94,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -114,7 +114,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -348,13 +348,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -473,14 +473,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -600,10 +600,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -633,7 +633,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -646,7 +646,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -666,8 +666,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -688,8 +688,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -699,7 +699,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -724,7 +724,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -780,10 +780,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -799,10 +799,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -822,7 +822,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -830,7 +830,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1090,7 +1090,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1130,15 +1130,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/289220.json b/landing/lenses/289220.json index f9f8405324049318220c5d04e9e20512d1a9fa78..990d4385ee24c582402dc19ac15ca9f5c27c0303 100644 --- a/landing/lenses/289220.json +++ b/landing/lenses/289220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,7 +793,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 26.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 26.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289930.json b/landing/lenses/289930.json index 9ae42a8070abea070c29a394ef488e0945e6993e..5cf150371a55a2b3f5301ddf29b9be85ec93235b 100644 --- a/landing/lenses/289930.json +++ b/landing/lenses/289930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290090.json b/landing/lenses/290090.json index 7238a89e6395cac34c196334c39afd7f60cdaa17..e27bb8e20be926ba5bd3b1629d676252f9a33678 100644 --- a/landing/lenses/290090.json +++ b/landing/lenses/290090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290120.json b/landing/lenses/290120.json index 376700d700a1fe8f4d69e2bf07e9bd8c515f09b3..924fda3b6ffaea1d0347fb16a7456a53b56920f5 100644 --- a/landing/lenses/290120.json +++ b/landing/lenses/290120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,10 +1252,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1270,10 +1270,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1586,7 +1586,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1608,7 +1608,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1626,8 +1626,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/290270.json b/landing/lenses/290270.json index 92d55549922a176f6d6fc0a4d2120fd143bd9ebf..35a017c976bd909ccaa86d8f807accd746cdf6a2 100644 --- a/landing/lenses/290270.json +++ b/landing/lenses/290270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290380.json b/landing/lenses/290380.json index e5e3af98bbcffd266ea46c4096b51d5ca310e776..13965ae394327dbb60d2eff9b2cf3e765210b4ee 100644 --- a/landing/lenses/290380.json +++ b/landing/lenses/290380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290520.json b/landing/lenses/290520.json index ea49a0e0697f365b14a2bb899fecce619767169b..7f1a85bbb9c884c8ffc0b66ff5867534598bb3e3 100644 --- a/landing/lenses/290520.json +++ b/landing/lenses/290520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,14 +813,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -940,15 +940,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -973,8 +973,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -986,7 +986,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1006,8 +1006,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1019,17 +1019,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1039,7 +1039,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1064,7 +1064,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1092,13 +1092,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1107,7 +1107,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1120,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1139,10 +1139,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,10 +1166,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1436,88 +1436,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3fddeb0705a8", - "target": "290520", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/290550.json b/landing/lenses/290550.json index 34230162aef7b1114dd4b1563678c6be2b4b5183..9359b7f1466227e7bda40264edb4e4b038baefd4 100644 --- a/landing/lenses/290550.json +++ b/landing/lenses/290550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290560.json b/landing/lenses/290560.json index c6061025aa731e8028aa9c9adccb8ac869140d42..1049e2fac1b81729f1e2cb4372c52ff7991792ed 100644 --- a/landing/lenses/290560.json +++ b/landing/lenses/290560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -969,8 +969,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1000,10 +1000,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1013,7 +1013,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290650.json b/landing/lenses/290650.json index a58067ac6453a65f9d7a45787e2c74750e1d9608..e0fed97001c8c9ff85f2de906ae85718ed42cfec 100644 --- a/landing/lenses/290650.json +++ b/landing/lenses/290650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -898,7 +898,7 @@ "divergenceExplanation": [ "유동성 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 14.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 24.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1073,7 +1073,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290660.json b/landing/lenses/290660.json index ee8186521068c86aa1d90e05c1ad4f7fef32c40e..771e3e89d7b1fc977d7f6f0b1289498a401fe3e0 100644 --- a/landing/lenses/290660.json +++ b/landing/lenses/290660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,7 +822,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 19.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 23.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -964,19 +964,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -997,8 +997,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1043,17 +1043,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1122,7 +1122,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1131,7 +1131,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1144,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1163,10 +1163,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290670.json b/landing/lenses/290670.json index fed3b4ac9b9d45b9b386d0e2733ea9bd6a4fae98..34bc1a91a7efa6e4af0b703990cb14046e88f6d8 100644 --- a/landing/lenses/290670.json +++ b/landing/lenses/290670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -895,7 +895,7 @@ "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 104.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 103.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1070,7 +1070,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1447,7 +1447,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1469,7 +1469,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1487,15 +1487,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/290690.json b/landing/lenses/290690.json index 3cef4d640fd8d59a0fe74c08611afd962b25e8e1..83fb7650fcf7659cc2562224f26c3501163352d5 100644 --- a/landing/lenses/290690.json +++ b/landing/lenses/290690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 38.98, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 41.23, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,14 +777,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 38.98, + "score": 41.23, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 39.25, + "score": 41.5, "assumptions": { "scenarioStress": "moderate" } @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,10 +1188,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1206,10 +1206,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290720.json b/landing/lenses/290720.json index df4d719d33b1a126bc04315db292bf44b5ba39f0..bec1357146f2ebdee60897402ced2c4d2a87a565 100644 --- a/landing/lenses/290720.json +++ b/landing/lenses/290720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290740.json b/landing/lenses/290740.json index 1e83c28b706526d4d680e96f3b565b219e9cc26c..cf5cc040df4c2625f4927797f21b875b23c1410f 100644 --- a/landing/lenses/290740.json +++ b/landing/lenses/290740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -601,18 +601,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 13.30, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 10.78, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -796,15 +796,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 13.3, + "grade": "dCR-A+", + "score": 10.78, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 14.33, + "grade": "dCR-A+", + "score": 11.69, "assumptions": { "scenarioStress": "moderate" } @@ -887,7 +887,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1032,19 +1032,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1065,8 +1065,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,17 +1111,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1184,13 +1184,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1199,7 +1199,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/291230.json b/landing/lenses/291230.json index 8c4bffeea85e6c45c3388b2f300e3d45714e0afa..44d3ec077823f96bda9fd909f4c038d472a823be 100644 --- a/landing/lenses/291230.json +++ b/landing/lenses/291230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,7 +822,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -964,19 +964,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -997,8 +997,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1043,17 +1043,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1122,7 +1122,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1131,7 +1131,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1144,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1163,10 +1163,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/291650.json b/landing/lenses/291650.json index 8566786bc6e0efa8156545cf7438b7b2e47afb0e..f077da4b8801492ad1d964576cb34c62ce44523d 100644 --- a/landing/lenses/291650.json +++ b/landing/lenses/291650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -882,8 +882,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -902,8 +902,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -922,7 +922,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1009,10 +1009,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1032,7 +1032,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1040,7 +1040,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/291810.json b/landing/lenses/291810.json index e47edb266aaf35c5e37e509fab3be59880cae740..47c897eb77e8d52e70cfe727116420dfcd10ca5d 100644 --- a/landing/lenses/291810.json +++ b/landing/lenses/291810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -575,7 +575,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -749,8 +749,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -769,8 +769,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -789,7 +789,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -876,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293480.json b/landing/lenses/293480.json index 9021f1af11b21ad6bbbb7b2c56950743a010412b..13ed7c17914285f487f17000520cf67f54a8b00f 100644 --- a/landing/lenses/293480.json +++ b/landing/lenses/293480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293490.json b/landing/lenses/293490.json index 09a31340405df22b8ceafe564d3f1735ce2c4fdc..09310aa32dd910f62e42df70c6d3fae0c33e4e12 100644 --- a/landing/lenses/293490.json +++ b/landing/lenses/293490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293580.json b/landing/lenses/293580.json index 4fd2b80b51720a6950ddd2f9095334ec6aa497f3..36a8e6d27eb06e397b5ff57e38700a8b9629fa4e 100644 --- a/landing/lenses/293580.json +++ b/landing/lenses/293580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -658,14 +658,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -785,10 +785,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -818,8 +818,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -831,7 +831,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -851,8 +851,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -871,10 +871,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -884,7 +884,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -909,7 +909,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1002,10 +1002,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1020,10 +1020,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1034,7 +1034,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1042,7 +1042,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1050,7 +1050,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1066,7 +1066,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293780.json b/landing/lenses/293780.json index c6bc75123bb46a770bbf79da8b6063de65526adc..50ab02d1a727168d7eab78ab452afa5a84380ea4 100644 --- a/landing/lenses/293780.json +++ b/landing/lenses/293780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -112,7 +112,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -140,7 +140,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -161,7 +161,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -189,7 +189,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -448,13 +448,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -661,14 +661,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -788,10 +788,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -821,7 +821,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -834,7 +834,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -854,8 +854,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -876,8 +876,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -887,7 +887,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -912,7 +912,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -987,10 +987,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1010,7 +1010,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1018,7 +1018,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293940.json b/landing/lenses/293940.json index 03f73c8d8ec6caf3df4438d34f84b012ddaaebe1..7f8d85bdf3cb6362a8e5d141f1c58ba2a298d5bc 100644 --- a/landing/lenses/293940.json +++ b/landing/lenses/293940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -245,14 +245,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -367,10 +367,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -386,8 +386,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -399,8 +399,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -417,10 +417,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -430,7 +430,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -439,7 +439,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -507,10 +507,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -553,10 +553,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -571,10 +571,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -585,7 +585,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -593,7 +593,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294090.json b/landing/lenses/294090.json index 6db4aca11c97cef8aa9c35fcfe5fed39685880ee..aa2ca15a71b822df2a37c6afd4146f99fbdb8e03 100644 --- a/landing/lenses/294090.json +++ b/landing/lenses/294090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -722,14 +722,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -849,10 +849,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -888,7 +888,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -908,7 +908,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1018,10 +1018,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1041,7 +1041,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1049,7 +1049,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294140.json b/landing/lenses/294140.json index a17b6704f84a5a99ba3fcd4139ee2967afa46191..9f13ee4e63d41f6c2e61c33c3c195b2bdd7242f2 100644 --- a/landing/lenses/294140.json +++ b/landing/lenses/294140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,7 +806,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 27.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 28.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1088,10 +1088,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1107,10 +1107,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,10 +1125,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1143,10 +1143,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294570.json b/landing/lenses/294570.json index 1833c069c819f4cb374eb7e211cc946df7ca3872..58cc20ad0cf28803c7bc546c9d4c869a0ca92827 100644 --- a/landing/lenses/294570.json +++ b/landing/lenses/294570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -719,14 +719,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -846,10 +846,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -885,7 +885,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -905,8 +905,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -926,8 +926,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -954,7 +954,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1035,10 +1035,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1058,7 +1058,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1066,7 +1066,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294630.json b/landing/lenses/294630.json index f2819c3377284ae1a2ac538e358ca4cf871723b4..6e64fc75d36aca6057c91300426a0f03ae0efb6e 100644 --- a/landing/lenses/294630.json +++ b/landing/lenses/294630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -112,7 +112,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -140,7 +140,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -161,7 +161,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -189,7 +189,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -448,13 +448,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -661,14 +661,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -788,10 +788,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -807,7 +807,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -820,8 +820,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -840,8 +840,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -851,7 +851,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -860,7 +860,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -928,10 +928,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -947,10 +947,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -970,7 +970,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -978,7 +978,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294870.json b/landing/lenses/294870.json index cf239813cc6f55462addf04e72459958446278b9..ce39cd5645d7aeeccd3c141ec57c04bf100c399a 100644 --- a/landing/lenses/294870.json +++ b/landing/lenses/294870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,14 +909,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1036,10 +1036,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1069,8 +1069,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,10 +1122,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1216,10 +1216,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1235,10 +1235,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/295310.json b/landing/lenses/295310.json index 2e0f81c494a0971a6318bb183bc4f4414599981b..c92526384d2e7b49d32a22e8425780ecd110d609 100644 --- a/landing/lenses/295310.json +++ b/landing/lenses/295310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -405,14 +405,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -532,10 +532,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -551,8 +551,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -564,8 +564,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -582,10 +582,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -595,7 +595,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -604,7 +604,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -672,10 +672,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -691,10 +691,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -718,10 +718,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -732,7 +732,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -740,7 +740,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -756,7 +756,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/296640.json b/landing/lenses/296640.json index 0aff3f1896858506f524a1b79eb588fce7e62b7b..81308817b3be146875226c86690dafb5db1ffc4e 100644 --- a/landing/lenses/296640.json +++ b/landing/lenses/296640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,10 +1055,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/297090.json b/landing/lenses/297090.json index 711de92dfda640b1c50d1c426d033300eb8b2196..9d027eb3cdbc7a93668eb56d7159cf07f122f8c4 100644 --- a/landing/lenses/297090.json +++ b/landing/lenses/297090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -586,18 +586,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 26.06, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 23.81, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,7 +692,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -711,7 +711,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -782,14 +782,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 26.06, + "score": 23.81, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 26.64, + "score": 24.39, "assumptions": { "scenarioStress": "moderate" } @@ -870,7 +870,6 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -885,14 +884,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1012,19 +1011,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1045,8 +1044,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1058,7 +1057,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1078,8 +1077,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1091,17 +1090,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1110,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1136,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1164,13 +1163,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1179,7 +1178,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1192,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1211,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/297570.json b/landing/lenses/297570.json index 871a565da7b945181d25af746fa96786b77c161e..fe03232552376c1fe6b8c1b3810160d8bbf07c7a 100644 --- a/landing/lenses/297570.json +++ b/landing/lenses/297570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-20", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-20", "period": null, "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-20", "period": null, "status": "observed", @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/297890.json b/landing/lenses/297890.json index 5d55e81e34db16a8a72b631317e76e3c416efe8e..798faf57e6d83d934cf7b3766d11409419cc358d 100644 --- a/landing/lenses/297890.json +++ b/landing/lenses/297890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -878,14 +878,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1005,10 +1005,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1185,10 +1185,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1204,10 +1204,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298000.json b/landing/lenses/298000.json index a008a2add8129d554e1bd0f269ca0d38e56fab23..ea22a5e16bafe9156fe25adeb48a938947794754 100644 --- a/landing/lenses/298000.json +++ b/landing/lenses/298000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,10 +1239,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1257,10 +1257,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298020.json b/landing/lenses/298020.json index 36226fbe015754c4564d0ce0990fe4d9a08cc14f..c34aff95961eaee12bd13168c2415b01f9e2cc8f 100644 --- a/landing/lenses/298020.json +++ b/landing/lenses/298020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,10 +1254,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1272,10 +1272,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298040.json b/landing/lenses/298040.json index e4a7a1320fb4e6ceea558152482234522515b065..de6bc9e7c0c82f3f96c13af9e19143ae329b39a0 100644 --- a/landing/lenses/298040.json +++ b/landing/lenses/298040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,10 +1248,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1266,10 +1266,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1582,7 +1582,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1604,7 +1604,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1622,8 +1622,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/298050.json b/landing/lenses/298050.json index ae204e169f7d08508191b4ad8a8d0ff5ad7d6344..e33d0b20ca53006307e24e60dd66071a4efb2941 100644 --- a/landing/lenses/298050.json +++ b/landing/lenses/298050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,7 +896,7 @@ "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 8.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -911,14 +911,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1038,19 +1038,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1117,17 +1117,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1196,7 +1196,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1205,7 +1205,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1237,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,10 +1255,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1273,10 +1273,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1581,12 +1581,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e488f9e1722c", + "target": "298050", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.625 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/298060.json b/landing/lenses/298060.json index 9a706aa9d507e90a8ea9cfba3cb001def7e3499e..836c02264c0e5e82ebe9fb1cb60a96bfd320b2d0 100644 --- a/landing/lenses/298060.json +++ b/landing/lenses/298060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 51.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -955,7 +955,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1008,7 +1008,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1076,10 +1076,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1095,10 +1095,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,7 +1118,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298380.json b/landing/lenses/298380.json index 23b9730d8f431d735cff9c828665598a964acf7f..4f7cddfd7c442f747ff3132354efafc1edb0864f 100644 --- a/landing/lenses/298380.json +++ b/landing/lenses/298380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298540.json b/landing/lenses/298540.json index c5a252fbc98011ffab9a72301f16c9bb529e73a7..aeeaa6253549f27c8ce505838cd9f43577df92e1 100644 --- a/landing/lenses/298540.json +++ b/landing/lenses/298540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,7 +865,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.60%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -881,14 +881,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1008,19 +1008,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1041,8 +1041,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,17 +1087,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1166,7 +1166,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1175,7 +1175,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1410,88 +1410,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c3a149dd5986", - "target": "298540", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/298690.json b/landing/lenses/298690.json index 4f03966bc171b6b735a2bbcbfd789830f5da90d7..8f421ffa368106728e8c0a96c211e4e5ab406205 100644 --- a/landing/lenses/298690.json +++ b/landing/lenses/298690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 60점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.1점 하향 (PD 28.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.1점 하향 (PD 29.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -988,8 +988,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1019,10 +1019,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1032,7 +1032,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1041,7 +1041,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1109,10 +1109,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1128,10 +1128,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298830.json b/landing/lenses/298830.json index b5098a9f034f781399b83a462df0e475ac723a47..3da0f5881e7b5a8ee614d68a2dd6d05218e368f3 100644 --- a/landing/lenses/298830.json +++ b/landing/lenses/298830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,14 +826,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -953,10 +953,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -999,7 +999,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299030.json b/landing/lenses/299030.json index faaaf112c2d7898daa19b45f1905a3ba021b1eed..8cac70c532424543c7754fe938964a3a01bb5926 100644 --- a/landing/lenses/299030.json +++ b/landing/lenses/299030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,7 +793,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 14.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 15.33%). 최근 주가 하락이 반영된 결과", "D/EBITDA 1607.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -962,8 +962,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -975,8 +975,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -994,10 +994,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1007,7 +1007,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299170.json b/landing/lenses/299170.json index a758b769b0b4f0e2a35ad552e77baa759ad2cdd3..1f9591e4ec1630ceb290afa13c84a7c5992d6f0e 100644 --- a/landing/lenses/299170.json +++ b/landing/lenses/299170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,7 +859,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 5.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 6.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1034,7 +1034,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299660.json b/landing/lenses/299660.json index e487869046c8b203fd5b010bfaba0615208015f3..56f1080d9d068649a48a4486883c3325fcc085b8 100644 --- a/landing/lenses/299660.json +++ b/landing/lenses/299660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -115,7 +115,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -145,7 +145,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -166,7 +166,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2021", "status": "derived", @@ -448,13 +448,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -666,14 +666,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -793,10 +793,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -825,8 +825,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -845,8 +845,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -865,7 +865,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -933,10 +933,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -952,10 +952,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -983,7 +983,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299900.json b/landing/lenses/299900.json index 5bbd42eb741d91d41a8d2a8c70b2cd1246a8aa41..607a0ab4eeb1646179a41da98dd87f10aec53e19 100644 --- a/landing/lenses/299900.json +++ b/landing/lenses/299900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-09", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-09", "period": "2025", "status": "derived", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-09", "period": "2025", "status": "observed", @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/300080.json b/landing/lenses/300080.json index c0943ec83f9e23c0ddb95eac0241f9cacf4d2f16..da17230ed8f2e0450ac0cb80032b66bba226dd4e 100644 --- a/landing/lenses/300080.json +++ b/landing/lenses/300080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/300120.json b/landing/lenses/300120.json index a0c663f28161bea0b7a4e60666b2ab68f94cf4de..9a76e69ad9ed5dcdd7b35fa603a75a588fce2790 100644 --- a/landing/lenses/300120.json +++ b/landing/lenses/300120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,7 +807,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 16.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 17.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -949,19 +949,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1028,17 +1028,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1107,7 +1107,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1116,7 +1116,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1351,12 +1351,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5d86840a29f7", + "target": "300120", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.745 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/300720.json b/landing/lenses/300720.json index ec2c921762e9c606b282d1fdaa8045e627c3bf15..8985270dd94d1d00f9e8ce8c7bb861e9cf7b0e1f 100644 --- a/landing/lenses/300720.json +++ b/landing/lenses/300720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1063,7 +1063,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/301300.json b/landing/lenses/301300.json index 447d4ae9bb07c20576bf967a607cad7da8c7748a..ec93432208b2ad6addf595be262141f9170c4015 100644 --- a/landing/lenses/301300.json +++ b/landing/lenses/301300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.6점 하향 (PD 29.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.6점 하향 (PD 23.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -936,19 +936,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -969,8 +969,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1015,17 +1015,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1035,7 +1035,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1094,7 +1094,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1103,7 +1103,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1135,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1338,12 +1338,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:45748f37eea4", + "target": "301300", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.531 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/302430.json b/landing/lenses/302430.json index 366505190ee1dbeaf77722b184d6ce2448a42f4b..ff9065da4525264f71541e05c8819c7eedfbbb17 100644 --- a/landing/lenses/302430.json +++ b/landing/lenses/302430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -891,7 +891,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1066,7 +1066,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/302440.json b/landing/lenses/302440.json index 2eeb6829585c6d32dbf9f483c1d09bed9a55bfa8..6105871a77eb9d3636e60b9fb1acf71ccb6871b7 100644 --- a/landing/lenses/302440.json +++ b/landing/lenses/302440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -866,7 +866,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -881,14 +881,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1008,10 +1008,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1041,8 +1041,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,10 +1094,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/302550.json b/landing/lenses/302550.json index 6298eb7902f7bb484234abe5a42d5ea95ccbdc07..f20fecfe0ecc01316906c419a42e7ad87c8ebf19 100644 --- a/landing/lenses/302550.json +++ b/landing/lenses/302550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,7 +874,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303030.json b/landing/lenses/303030.json index 368bb23320e6e84aacb1a95fb5b4b52e22f76faa..5d5203d233aadb222dada388ad57ca8b49172855 100644 --- a/landing/lenses/303030.json +++ b/landing/lenses/303030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 75.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 76.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1157,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1176,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,10 +1203,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303360.json b/landing/lenses/303360.json index 084ecb7c1bf3e902c991cc5588a01898a50cfaeb..8c830ab525f81d32b9534a685dec88a807f20455 100644 --- a/landing/lenses/303360.json +++ b/landing/lenses/303360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -968,7 +968,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1089,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1108,10 +1108,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303530.json b/landing/lenses/303530.json index 36b3cde855674d58b7c73657e8426fb6e1421cd4..0c67800674b13800b8ec07794741b894b4afd93d 100644 --- a/landing/lenses/303530.json +++ b/landing/lenses/303530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1165,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1184,10 +1184,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1395,7 +1395,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1417,7 +1417,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1435,8 +1435,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/303810.json b/landing/lenses/303810.json index 9ece043192a080db464dd4e7905189ec2c02f22b..f53cdbeb4efe59d9de2e0df4a1ea9bf5685f1f47 100644 --- a/landing/lenses/303810.json +++ b/landing/lenses/303810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/304100.json b/landing/lenses/304100.json index a6a6754275306ae3783c7a4bb16bbbe4ad4a9bc0..3d026496713b7780f1be619967024841896cbb90 100644 --- a/landing/lenses/304100.json +++ b/landing/lenses/304100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -436,13 +436,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -504,7 +504,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -523,7 +523,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -542,7 +542,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -561,7 +561,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,14 +728,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -855,10 +855,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -901,7 +901,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -921,8 +921,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -943,8 +943,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -979,7 +979,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1054,10 +1054,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1077,7 +1077,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1085,7 +1085,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/304360.json b/landing/lenses/304360.json index 3a81748fb6ec1c6a8b5df60fd5716fed1636563d..ade8bf8a754b5422fae2b31b4c8bf9adb769ea5c 100644 --- a/landing/lenses/304360.json +++ b/landing/lenses/304360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -106,7 +106,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -128,7 +128,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -149,7 +149,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -431,13 +431,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,14 +705,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -832,19 +832,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -865,8 +865,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -878,7 +878,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -898,8 +898,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -911,17 +911,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -931,7 +931,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -956,7 +956,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -990,7 +990,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -999,7 +999,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1012,10 +1012,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1031,10 +1031,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1054,7 +1054,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/304840.json b/landing/lenses/304840.json index 30ad67934a2bc78f6a2b9fd4688904b12be2d744..3e7611f2d314e0efe4343b5bc8aff0ef854c1ac9 100644 --- a/landing/lenses/304840.json +++ b/landing/lenses/304840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2021", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-31", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -890,7 +890,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -910,7 +910,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-31", "period": "2025", "status": "derived", @@ -931,7 +931,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-31", "period": "2025", "status": "observed", @@ -1021,10 +1021,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1040,10 +1040,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1063,7 +1063,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1071,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/305090.json b/landing/lenses/305090.json index baa00bdeaec0e59808fc8353c04e96ac2308b4ea..3a808f28c60270d926f7df1804496576ed6d1e0b 100644 --- a/landing/lenses/305090.json +++ b/landing/lenses/305090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1504.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1517.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-09-03", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-09-03", "period": null, "status": "derived", @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-09-03", "period": null, "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/306040.json b/landing/lenses/306040.json index 96dcf8ad4157c77caef1ac14118c29157cc29ba5..0875e00f0914c3ca098b8dfdd9badd2db7d8f49a 100644 --- a/landing/lenses/306040.json +++ b/landing/lenses/306040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,7 +877,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 21.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 21.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/306200.json b/landing/lenses/306200.json index 0ade63d1795f1813dc3fc9f0a1fe0efd31a80ad9..d7591ba41756ff00a3057e44a947f7ebb4f5f5c3 100644 --- a/landing/lenses/306200.json +++ b/landing/lenses/306200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1026,10 +1026,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1166,10 +1166,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1185,10 +1185,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,10 +1212,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1230,10 +1230,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/306620.json b/landing/lenses/306620.json index 2031310a7b5b4331c1353cd787f895a0d6ad2e5d..90bc8f19be3141bebc69fc95d8397c2d00a53524 100644 --- a/landing/lenses/306620.json +++ b/landing/lenses/306620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "divergenceExplanation": [ "채무상환능력 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 12.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 13.48%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -893,14 +893,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1020,10 +1020,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307180.json b/landing/lenses/307180.json index 295082bdc7c926e8edb0b7b4d8eb96aae094405e..b7c9d1087b889344839f49c99f5ac1f5d7fb1811 100644 --- a/landing/lenses/307180.json +++ b/landing/lenses/307180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1033,19 +1033,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1066,8 +1066,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,17 +1112,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1191,7 +1191,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1200,7 +1200,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,10 +1250,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1268,10 +1268,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1576,88 +1576,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:368adf91e53b", - "target": "307180", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.561 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/307280.json b/landing/lenses/307280.json index a98318c25fd5e11565d374dd55db91103046248e..0f28ae62b60e70d4d3a00095bc8af5d651d5e2a6 100644 --- a/landing/lenses/307280.json +++ b/landing/lenses/307280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307750.json b/landing/lenses/307750.json index 4f410eb95207e5c4fe299ca65c8faa7a958dec46..5a630a8509386697ded3605d8fd0f53b827f0fdc 100644 --- a/landing/lenses/307750.json +++ b/landing/lenses/307750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -582,18 +582,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 26.94, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 29.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,15 +777,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 26.94, + "grade": "dCR-BBB-", + "score": 29.19, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 27.75, + "score": 30.0, "assumptions": { "scenarioStress": "moderate" } @@ -801,11 +801,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -861,10 +856,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 39점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1006,19 +1002,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1039,8 +1035,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1052,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,17 +1081,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1101,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1130,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1164,7 +1160,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1173,7 +1169,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1186,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1205,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1408,88 +1404,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:eba4a39e30ca", - "target": "307750", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.492 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/307870.json b/landing/lenses/307870.json index dc1d32aeb68cd0529f344c43694e902c63c2bb9b..56e40c4af4ca3d5318e085df1effaa7cf016f135 100644 --- a/landing/lenses/307870.json +++ b/landing/lenses/307870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -921,19 +921,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,17 +1000,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1079,7 +1079,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1088,7 +1088,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,12 +1323,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9d82c48e62a2", + "target": "307870", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/307930.json b/landing/lenses/307930.json index a214e795a45710b4f2c3881552b3d2098b930772..a78571a391c3f4fc787a96c116c1f481e5a24cd1 100644 --- a/landing/lenses/307930.json +++ b/landing/lenses/307930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -316,13 +316,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -441,14 +441,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -568,10 +568,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -600,8 +600,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -620,8 +620,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -640,7 +640,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -708,10 +708,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -727,10 +727,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -758,7 +758,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307950.json b/landing/lenses/307950.json index 6bbc7b0cdf56b83044341ef9aecd1090a07db586..0b19ddb685512b1bc638ddff571ed1b2665882db 100644 --- a/landing/lenses/307950.json +++ b/landing/lenses/307950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1440,7 +1440,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1462,7 +1462,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1480,8 +1480,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/308080.json b/landing/lenses/308080.json index 76c82ca1005e29d52816cff7b33bae4b2eb2e406..d761329fe7d3950c88dbe45afb65b80adb76bbe6 100644 --- a/landing/lenses/308080.json +++ b/landing/lenses/308080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -178,7 +178,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -430,13 +430,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -632,14 +632,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -759,10 +759,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -791,8 +791,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -811,8 +811,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -831,7 +831,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -899,10 +899,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -918,10 +918,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -941,7 +941,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -949,7 +949,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/308100.json b/landing/lenses/308100.json index 237a652d01d4a5ca5ac5bf6bd4b6055d606ff174..9ae0044c994f96be91ad2370093fe0d05b519d34 100644 --- a/landing/lenses/308100.json +++ b/landing/lenses/308100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -112,7 +112,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -140,7 +140,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -161,7 +161,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -189,7 +189,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -447,13 +447,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -515,7 +515,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -534,7 +534,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -553,7 +553,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -572,7 +572,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 63.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 68.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -751,14 +751,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -878,10 +878,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -911,7 +911,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -924,7 +924,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -944,8 +944,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -977,7 +977,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1077,10 +1077,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/308170.json b/landing/lenses/308170.json index 33ddb23d42b3a2a4e1dd2b93a5f8f8cfaeed406f..ee1c25fde82d4ad2b229a9ca0521cb8980f7a94a 100644 --- a/landing/lenses/308170.json +++ b/landing/lenses/308170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -882,7 +882,7 @@ "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 21.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 22.26%). 최근 주가 하락이 반영된 결과", "D/EBITDA 31.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -899,14 +899,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1026,10 +1026,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1072,7 +1072,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1577,7 +1577,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1599,7 +1599,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1617,8 +1617,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/308430.json b/landing/lenses/308430.json index 99d017ae422d905d16310d8f1d1f6935c909d2bf..0551a9645297319985262d7ebf3cf2ee468c038c 100644 --- a/landing/lenses/308430.json +++ b/landing/lenses/308430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -389,14 +389,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -516,10 +516,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -548,8 +548,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,8 +568,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -588,7 +588,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -656,10 +656,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -675,10 +675,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -706,7 +706,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/309710.json b/landing/lenses/309710.json index 04bfff57f25a8ad99dea64765e762e7c763e5e2f..7d0d5c9c83f2bb30fd20baeaf48b82160d1a7650 100644 --- a/landing/lenses/309710.json +++ b/landing/lenses/309710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025Q4", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-03", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -625,7 +625,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-03", "period": null, "status": "derived", @@ -645,7 +645,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-03", "period": null, "status": "observed", @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/309930.json b/landing/lenses/309930.json index 4c85e555272e48a797e94eee3e0f9bd3542bafdd..83270d8accf44609575e1fda8038596bdb011448 100644 --- a/landing/lenses/309930.json +++ b/landing/lenses/309930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -891,7 +891,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 21.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 21.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1033,15 +1033,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1066,8 +1066,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,17 +1112,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1191,7 +1191,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1200,7 +1200,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1482,12 +1482,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d90de1cae9b9", + "target": "309930", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/309960.json b/landing/lenses/309960.json index e0b40f4fd6ef0fa7c162bac00783cdf26026682e..3f9346476fe0315dd7c212923a275cf1b7bfad95 100644 --- a/landing/lenses/309960.json +++ b/landing/lenses/309960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -475,13 +475,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -600,14 +600,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -727,10 +727,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -773,7 +773,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -793,8 +793,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -815,8 +815,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -851,7 +851,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -926,10 +926,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -949,7 +949,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -957,7 +957,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/310200.json b/landing/lenses/310200.json index b409b83b2f79ddca2c65677d16b49eeb848a2761..a85b40b82bcb816b9c6b9becc3b8601b5484c815 100644 --- a/landing/lenses/310200.json +++ b/landing/lenses/310200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/310210.json b/landing/lenses/310210.json index 3f23a7b693c051e2c4f43558b18623bed76fa67e..3086674f5d49293b8bf3dabd678129ac8316c13e 100644 --- a/landing/lenses/310210.json +++ b/landing/lenses/310210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -107,7 +107,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -129,7 +129,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -150,7 +150,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -172,7 +172,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -425,13 +425,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -794,7 +794,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -814,8 +814,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -836,8 +836,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -872,7 +872,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -928,10 +928,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -947,10 +947,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -970,7 +970,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -978,7 +978,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/310870.json b/landing/lenses/310870.json index 43ea879dc37093dc79238c6aee37ebec389f28c6..04eb2554be1bd64967691cd4bb3c66cea045e676 100644 --- a/landing/lenses/310870.json +++ b/landing/lenses/310870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1076,8 +1076,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311060.json b/landing/lenses/311060.json index bd6d387c06942ed70ff590aa7223d24efd021750..66abcff880facde5f43306b9de70affa8eb8d5c5 100644 --- a/landing/lenses/311060.json +++ b/landing/lenses/311060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -48,10 +48,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -368,10 +368,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -387,8 +387,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -400,8 +400,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -418,10 +418,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -431,7 +431,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -440,7 +440,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -527,10 +527,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -550,7 +550,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -558,7 +558,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311320.json b/landing/lenses/311320.json index 0b153ff1f44a565c0faed538bbc91479a02017f7..8b97b6d74ebe2c628f09604429eb173e2a7e3b5a 100644 --- a/landing/lenses/311320.json +++ b/landing/lenses/311320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -989,15 +989,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1022,8 +1022,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1035,7 +1035,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,17 +1068,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1147,7 +1147,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1156,7 +1156,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1391,88 +1391,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d59ef6035b04", - "target": "311320", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/311390.json b/landing/lenses/311390.json index db0b8e1437372340295ae5e1d2f3a7ce1e632187..149cd9e01d72d8a6b5d908e1b709414a3751a6db 100644 --- a/landing/lenses/311390.json +++ b/landing/lenses/311390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,7 +873,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311690.json b/landing/lenses/311690.json index a60f1272ec26f1d1b35e85d429676cc1f89f0f17..411a842850ead7f444093f7ddf4a723ff659d347 100644 --- a/landing/lenses/311690.json +++ b/landing/lenses/311690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 79.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 83.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,10 +1036,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,10 +1176,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311960.json b/landing/lenses/311960.json index 1db5a6bd8f2e044dc866afcf27dd472ac7925274..446d67491324f58e0705fc39e7133dd946065f40 100644 --- a/landing/lenses/311960.json +++ b/landing/lenses/311960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2022", "earliestPeriod": "2022", @@ -36,10 +36,10 @@ "representative": "2022" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2022", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -397,7 +397,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -417,8 +417,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -438,8 +438,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -466,7 +466,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -528,10 +528,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -547,10 +547,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -570,7 +570,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/312610.json b/landing/lenses/312610.json index bc369781ac1e6841a7975b7d22fb80003c6dc202..af42640882a9e8ffe2dad929aeb2f0fd2c093742 100644 --- a/landing/lenses/312610.json +++ b/landing/lenses/312610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 137.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 177.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -969,8 +969,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1000,10 +1000,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1013,7 +1013,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,10 +1136,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/313760.json b/landing/lenses/313760.json index d9f3ec6f5f35023bfd5b4009a039f0d676b96a97..d06a87cfbbf966cba49ca21366de8be1909b5169 100644 --- a/landing/lenses/313760.json +++ b/landing/lenses/313760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -521,13 +521,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -589,7 +589,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,7 +806,7 @@ "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 238.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 245.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-31", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-31", "period": "2025", "status": "derived", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,10 +1165,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1183,10 +1183,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1499,7 +1499,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1521,7 +1521,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1539,7 +1539,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", diff --git a/landing/lenses/314130.json b/landing/lenses/314130.json index 68bf52a67197d79888acda9a5a735a545bbf2438..831734b986664517ec8806a0457b88be1478fcdb 100644 --- a/landing/lenses/314130.json +++ b/landing/lenses/314130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,7 +795,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 414.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 468.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -810,14 +810,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -983,7 +983,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1061,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/314140.json b/landing/lenses/314140.json index f74377ef17900cc8cd2236cdfc3917d450b346b0..a861c12abe7fca0087b359fa8724f064c6e750d6 100644 --- a/landing/lenses/314140.json +++ b/landing/lenses/314140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -238,13 +238,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -432,14 +432,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -559,10 +559,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -591,8 +591,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -609,10 +609,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -622,7 +622,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -631,7 +631,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -718,10 +718,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -741,7 +741,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/314930.json b/landing/lenses/314930.json index 728df19eeb96b8591fc929f94d351ef2934633dc..d7711adf1513370415dc1356e7f7c5b7cce2ac75 100644 --- a/landing/lenses/314930.json +++ b/landing/lenses/314930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -864,7 +864,7 @@ "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1025,8 +1025,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1056,10 +1056,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1078,7 +1078,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/315640.json b/landing/lenses/315640.json index 5d7afa44cc5a1598fc6b1fe58cdf11e5785d551d..0339c6cbf4661157ea8a868d9e286945502d4a76 100644 --- a/landing/lenses/315640.json +++ b/landing/lenses/315640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,7 +780,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 80.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 74.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -795,14 +795,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -954,8 +954,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -974,8 +974,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -994,7 +994,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1081,10 +1081,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/316140.json b/landing/lenses/316140.json index d2287bb43e2368ae9c6c5447758191590fd62dc0..dbb4ae07bcb7fb4fb8a960b93145e36d3ee35294 100644 --- a/landing/lenses/316140.json +++ b/landing/lenses/316140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -704,8 +704,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -757,10 +757,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317120.json b/landing/lenses/317120.json index 0c5019b1940dadb61fcee6965caadb9fb6123d49..8049ee7936e010e1e2191bc215384cab76779cc6 100644 --- a/landing/lenses/317120.json +++ b/landing/lenses/317120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -521,13 +521,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -589,7 +589,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -805,7 +805,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -820,14 +820,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -947,10 +947,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1357,7 +1357,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1379,7 +1379,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1397,8 +1397,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/317240.json b/landing/lenses/317240.json index d639fa72d0d8f47edeec00bc874a1e8615c46ce1..fd85aa92798cc70eb193e617fcd4928ac56fbff1 100644 --- a/landing/lenses/317240.json +++ b/landing/lenses/317240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1007,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,10 +1224,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1242,10 +1242,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317330.json b/landing/lenses/317330.json index fbc144d740b7e76828b7391c76d782d8d41564e0..9145c264cd4bc37ade1aa991466834d6250629df 100644 --- a/landing/lenses/317330.json +++ b/landing/lenses/317330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 57.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 53.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1064,7 +1064,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1522,7 +1522,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1544,7 +1544,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1562,8 +1562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/317400.json b/landing/lenses/317400.json index c4330923b8e8951b2556b810fa3ce0216c1c06fd..e49e0fff982f9a6a169cf220fa4d977ed614fc48 100644 --- a/landing/lenses/317400.json +++ b/landing/lenses/317400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317450.json b/landing/lenses/317450.json index 74b8b36c39c9de46adb925ef85444c135786d1e6..64c409dd9c607554337a78a955971e39fa69df20 100644 --- a/landing/lenses/317450.json +++ b/landing/lenses/317450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025Q4", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -629,8 +629,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317530.json b/landing/lenses/317530.json index 30eb4866ccf3120c682f24ccd9d2198322dfcda8..06e8bc69a6711a29db4a641395c3b2a9feee3ba0 100644 --- a/landing/lenses/317530.json +++ b/landing/lenses/317530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317690.json b/landing/lenses/317690.json index 176fa1dfae93069af7660f4ba986ee2009103f24..f94ac6893fa35adaa6cfb94bef50918590633005 100644 --- a/landing/lenses/317690.json +++ b/landing/lenses/317690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -896,7 +896,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -916,8 +916,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -938,8 +938,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1049,10 +1049,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1072,7 +1072,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1080,7 +1080,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317770.json b/landing/lenses/317770.json index 66636cebb6538f1fdc102cde3bf51e433d2d6b4b..c7e1662ef6a893b8f401069aa6fef8914c8778ab 100644 --- a/landing/lenses/317770.json +++ b/landing/lenses/317770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1017,15 +1017,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1050,8 +1050,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1063,7 +1063,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,17 +1096,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1175,7 +1175,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1184,7 +1184,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1423,8 +1423,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/317830.json b/landing/lenses/317830.json index 82fe72b9a2edda97a9cebecc626e04ef5224a18f..44f270c2cb29d3b15f5b59443a49349da0674c8b 100644 --- a/landing/lenses/317830.json +++ b/landing/lenses/317830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.95%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317850.json b/landing/lenses/317850.json index 734bf1ef56c106188a89ce06687fd68d69a63f02..e615d158602e4cc6526182bb234097e397ccca57 100644 --- a/landing/lenses/317850.json +++ b/landing/lenses/317850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,14 +900,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1027,19 +1027,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1060,8 +1060,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1073,7 +1073,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1106,17 +1106,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1151,7 +1151,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1179,13 +1179,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1194,7 +1194,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317860.json b/landing/lenses/317860.json index 7e24a2cf41644164d31434aaebbfd553071f58b3..6b4393f896856d60888ecc3e3cf60d2ea1b9b714 100644 --- a/landing/lenses/317860.json +++ b/landing/lenses/317860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2020", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -366,10 +366,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -405,7 +405,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -425,8 +425,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -446,8 +446,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -474,7 +474,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -536,10 +536,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -555,10 +555,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -586,7 +586,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317870.json b/landing/lenses/317870.json index 106937d3c5b8618b445c0e7a23f0227afb1c9ba9..7cdac07b4d06d66cdc60f849e4db4d20b7879b5c 100644 --- a/landing/lenses/317870.json +++ b/landing/lenses/317870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,7 +807,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 14.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 14.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318000.json b/landing/lenses/318000.json index c594b5750dc4eda91b142eab5204a0ee8eb73f31..ad63c310edf2b03dae67bd78aae5bb722f066155 100644 --- a/landing/lenses/318000.json +++ b/landing/lenses/318000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1047,7 +1047,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,10 +1231,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1249,10 +1249,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318010.json b/landing/lenses/318010.json index e82bdc15d40fdc704be0edb5e4c6416441be2e9f..ae881f2e52315427ddca2cb24e8acf2c286ff7d3 100644 --- a/landing/lenses/318010.json +++ b/landing/lenses/318010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -805,14 +805,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -932,19 +932,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -965,8 +965,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -978,7 +978,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -998,8 +998,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1011,17 +1011,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1056,7 +1056,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1090,7 +1090,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1099,7 +1099,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1112,10 +1112,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1131,10 +1131,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,10 +1158,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1440,88 +1440,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7ee54e4cd61b", - "target": "318010", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.669 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/318020.json b/landing/lenses/318020.json index b462c2548fa30462498247791104132d31d26258..d43cf57b4eb23b58595753e8e615d3635c38fc14 100644 --- a/landing/lenses/318020.json +++ b/landing/lenses/318020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318060.json b/landing/lenses/318060.json index c2700aec5ebdfa45d954588a180b4e29cebc7262..a5d7918721e04d88590614c6e6a8e80204b4e442 100644 --- a/landing/lenses/318060.json +++ b/landing/lenses/318060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -769,10 +769,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -787,10 +787,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -809,7 +809,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -817,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318160.json b/landing/lenses/318160.json index 67a1460e1c4208057769753822d66d6d601165e0..c79a1ea6971199eb59be6c05cb65ee4c4082aceb 100644 --- a/landing/lenses/318160.json +++ b/landing/lenses/318160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -830,7 +830,7 @@ "divergenceExplanation": [ "현금흐름 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -845,14 +845,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -972,19 +972,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1005,8 +1005,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,17 +1051,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1096,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1124,13 +1124,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1139,7 +1139,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,10 +1189,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1207,10 +1207,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318410.json b/landing/lenses/318410.json index 12abff85dfc091b9dcf01b0570fd34d8f2430538..1a0820ea2ec17681bba8e0ec3a67c590dd37fad4 100644 --- a/landing/lenses/318410.json +++ b/landing/lenses/318410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -998,19 +998,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1031,8 +1031,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,17 +1077,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1097,7 +1097,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1150,13 +1150,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1165,7 +1165,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1197,10 +1197,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,10 +1215,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1233,10 +1233,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/319400.json b/landing/lenses/319400.json index bac68af9f14b1cdd5233f68b996a292089a0233e..bfb9b76a751dd6ecdf21191e382b6cfc81ffd07f 100644 --- a/landing/lenses/319400.json +++ b/landing/lenses/319400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -580,18 +580,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 19.48, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 21.58, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -776,14 +776,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 19.48, + "score": 21.58, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 20.51, + "grade": "dCR-BBB", + "score": 22.51, "assumptions": { "scenarioStress": "moderate" } @@ -799,6 +799,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -873,14 +878,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1000,10 +1005,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1046,7 +1051,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1071,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1093,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1185,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1199,10 +1204,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/319660.json b/landing/lenses/319660.json index 0974b4295aa439d81303e4100a5ace5ec499804a..1b0beb4018d68edb86df53a6264411f57d593451 100644 --- a/landing/lenses/319660.json +++ b/landing/lenses/319660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,10 +1240,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/320000.json b/landing/lenses/320000.json index 0852a0fadb16d32c85189ee8935d983596327393..42aae391fe2fe44fce1294af9a949dd45ff506eb 100644 --- a/landing/lenses/320000.json +++ b/landing/lenses/320000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -876,7 +876,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 110.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 123.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1037,8 +1037,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1068,10 +1068,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/321260.json b/landing/lenses/321260.json index 9e870119d4a198f515acd932fc59f5b7b831556b..997c6870dbc7aa455d41ef3fcb1856bb35c7973c 100644 --- a/landing/lenses/321260.json +++ b/landing/lenses/321260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,10 +1208,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/321370.json b/landing/lenses/321370.json index 355a33e1649afc71cf6df9ab82a6dbe729708f0d..97158c18c2d9204f855b66259cbe0b5d197732af 100644 --- a/landing/lenses/321370.json +++ b/landing/lenses/321370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "유동성 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 80.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 68.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -926,7 +926,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1332,7 +1332,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1350,15 +1350,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/321550.json b/landing/lenses/321550.json index 86bceb6506f98dceb7982d1504e77afe617bbdca..bf3d505eafe242f94ae1ac58ea2074b60dfcccf4 100644 --- a/landing/lenses/321550.json +++ b/landing/lenses/321550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 44.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 43.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1102,13 +1102,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/321820.json b/landing/lenses/321820.json index 2625ad93b3898e87c2ab676e58bcf11a48d6e46d..5991a1c496274f584c4504c8a3d557b2abc34bcb 100644 --- a/landing/lenses/321820.json +++ b/landing/lenses/321820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/322000.json b/landing/lenses/322000.json index dbd410a333de8ae5178708def3db8a7f07719899..0b22939262f2c7763c4617456067233aa60776a5 100644 --- a/landing/lenses/322000.json +++ b/landing/lenses/322000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -588,13 +588,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -886,14 +886,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1008,19 +1008,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1041,8 +1041,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,17 +1087,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1160,13 +1160,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1175,7 +1175,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,10 +1234,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1252,10 +1252,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/322180.json b/landing/lenses/322180.json index fd93fad334f62f80ddde7744b5acc56eac47ccff..c4133c69410844f12f204dcc49d830e4fd892c19 100644 --- a/landing/lenses/322180.json +++ b/landing/lenses/322180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/322310.json b/landing/lenses/322310.json index 7668138cb9eba69df8cda88cbc315362a6f604ae..909e67f6d45709378855b549e3a303bfd1f02399 100644 --- a/landing/lenses/322310.json +++ b/landing/lenses/322310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,7 +865,7 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 49.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 58.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1007,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/322510.json b/landing/lenses/322510.json index 32bf86f44ead445fc061ba874b01bdc48e87712c..923873fe44fb79c518d8197b86bdb3f147f2dc4c 100644 --- a/landing/lenses/322510.json +++ b/landing/lenses/322510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -523,18 +523,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 47.96, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 46.37, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,14 +719,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 47.96, + "score": 46.37, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 48.49, + "grade": "dCR-BB-", + "score": 46.79, "assumptions": { "scenarioStress": "moderate" } @@ -742,11 +742,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -812,7 +807,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.4점 하향 (PD 23.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -827,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -954,15 +949,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -987,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1000,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1020,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1033,17 +1028,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1053,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1078,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1112,7 +1107,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1121,7 +1116,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1134,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1153,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1184,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1356,12 +1351,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2fed75c86bcf", + "target": "322510", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.76 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/322780.json b/landing/lenses/322780.json index c7394e60fef7deb0635427366c95e943cdf1aa39..85297126c2f7a75dd68746e5ef5b0449e54f3767 100644 --- a/landing/lenses/322780.json +++ b/landing/lenses/322780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,7 +863,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 60.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 63.39%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323280.json b/landing/lenses/323280.json index 218cd80e35910b9c42f6b587cd9a87aad6c5cbc9..2c2d4aaf048048f32eb8e6e625de9789bd2f72a7 100644 --- a/landing/lenses/323280.json +++ b/landing/lenses/323280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -696,14 +696,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -869,7 +869,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -911,8 +911,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -947,7 +947,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1003,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1022,10 +1022,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1045,7 +1045,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1053,7 +1053,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323350.json b/landing/lenses/323350.json index ee6b0c3ebfe76c7fecc22b37129dee3000fc138c..f56189b6005d389dcb54e47e289aba789061870d 100644 --- a/landing/lenses/323350.json +++ b/landing/lenses/323350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -568,14 +568,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -695,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -714,8 +714,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -727,8 +727,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -745,10 +745,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -758,7 +758,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -767,7 +767,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -854,10 +854,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -877,7 +877,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323410.json b/landing/lenses/323410.json index 074f59c6f3a63952aa1efd1de79a860663c96ecf..680c2e11d7551fa21d7446ee2ccf5e86f5fc3e95 100644 --- a/landing/lenses/323410.json +++ b/landing/lenses/323410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -243,13 +243,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -349,14 +349,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -476,10 +476,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -495,8 +495,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -508,8 +508,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -526,10 +526,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -539,7 +539,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -548,7 +548,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -616,10 +616,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -635,10 +635,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -658,7 +658,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -666,7 +666,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323990.json b/landing/lenses/323990.json index 1692362d21eedfd5e04f54f70a1939e6916fbc47..98636b44b36e88469e8a40b85630250b14d8d664 100644 --- a/landing/lenses/323990.json +++ b/landing/lenses/323990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -644,14 +644,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -771,10 +771,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -803,8 +803,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -823,8 +823,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -843,7 +843,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -930,10 +930,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -953,7 +953,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -961,7 +961,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/326030.json b/landing/lenses/326030.json index 4d89bd14c8dbb34c88b37822797914cfa053ce9a..4a5773f577b54d14746ab2296c98b549d1766040 100644 --- a/landing/lenses/326030.json +++ b/landing/lenses/326030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -999,19 +999,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1025,8 +1025,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,17 +1070,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1147,7 +1147,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1156,7 +1156,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/327260.json b/landing/lenses/327260.json index dd568a1ec61275b35e91b4a6076a890bc6125218..6bf590587547a6a8ebe7bb07e0139204a9ca80a0 100644 --- a/landing/lenses/327260.json +++ b/landing/lenses/327260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1014,19 +1014,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1047,8 +1047,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,17 +1093,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1166,13 +1166,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1181,7 +1181,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/328130.json b/landing/lenses/328130.json index 12393ad6e472916c0f05243130621d54fff72373..4603ddb2a4fd950058234768f81d5eb52a6ded06 100644 --- a/landing/lenses/328130.json +++ b/landing/lenses/328130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -789,14 +789,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1004,8 +1004,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1015,7 +1015,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1096,10 +1096,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1115,10 +1115,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/328380.json b/landing/lenses/328380.json index ee97187e34cfa0636752b0660f40fc2bd6ece800..245bf3d496e8f36263a92223c23ce44bb8b6e82c 100644 --- a/landing/lenses/328380.json +++ b/landing/lenses/328380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,14 +785,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -912,19 +912,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -938,8 +938,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,17 +983,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1020,7 +1020,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1054,13 +1054,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/329180.json b/landing/lenses/329180.json index 671000bf825f7df7283f7582ccc46ac22bec65ef..c708d09d3188ba0af28c7da83510551a1e7ed889 100644 --- a/landing/lenses/329180.json +++ b/landing/lenses/329180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,7 +859,7 @@ "totalNotch": 4, "reasons": [ "중대형기업 (매출 18조)", - "시가총액 46조 (시장 지위)" + "시가총액 50조 (시장 지위)" ], "monotonicGate": "A+" }, @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1006,19 +1006,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1039,8 +1039,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,17 +1085,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1164,7 +1164,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1173,7 +1173,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,10 +1232,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1502,88 +1502,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ca7cda302888", - "target": "329180", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/330350.json b/landing/lenses/330350.json index e4859e292836b30316f8adb5e8ceb544405cabcf..13b03fd241e138501221475b9818038fecc0d4c3 100644 --- a/landing/lenses/330350.json +++ b/landing/lenses/330350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,7 +860,7 @@ "divergenceExplanation": [ "현금흐름 축이 51점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330590.json b/landing/lenses/330590.json index 5b58e199821e3e2a69a50f9d093abd9d08970777..04e2326935361bd00ca85ebc19100432d0c015dc 100644 --- a/landing/lenses/330590.json +++ b/landing/lenses/330590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -363,10 +363,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -395,8 +395,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -415,8 +415,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -435,7 +435,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -503,10 +503,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -522,10 +522,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -549,10 +549,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -567,10 +567,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -581,7 +581,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -589,7 +589,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -605,7 +605,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -621,7 +621,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330730.json b/landing/lenses/330730.json index 64b8a4cbeb468248824a93caca8aff8973fcb702..e6163b600c83aa7606712df652ebe4cd908c5470 100644 --- a/landing/lenses/330730.json +++ b/landing/lenses/330730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -117,7 +117,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -186,7 +186,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -207,7 +207,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -231,7 +231,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -252,7 +252,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -538,13 +538,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -675,14 +675,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -821,8 +821,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -834,8 +834,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -852,10 +852,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -865,7 +865,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -874,7 +874,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -942,10 +942,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -961,10 +961,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -984,7 +984,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -992,7 +992,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330860.json b/landing/lenses/330860.json index 748f833a062140956719e627c9a0c5728a6c78e2..ff0955c95982b65ec0951ef476dfe449962fa1bd 100644 --- a/landing/lenses/330860.json +++ b/landing/lenses/330860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1021,7 +1021,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,10 +1188,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331380.json b/landing/lenses/331380.json index ef2a8ecb4a1f4ab49b910774d3433807e91919f4..7b77b1cb59b0f9348abbffb507549828884deac1 100644 --- a/landing/lenses/331380.json +++ b/landing/lenses/331380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -919,8 +919,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -932,8 +932,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -950,10 +950,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -963,7 +963,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -972,7 +972,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1059,10 +1059,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1082,7 +1082,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1090,7 +1090,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331520.json b/landing/lenses/331520.json index 27c429d550886da3dcfd4b4bf0fce0a2ee65a35c..096a133164c3bc6a55939531c8a7900b16019645 100644 --- a/landing/lenses/331520.json +++ b/landing/lenses/331520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -559,18 +559,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 22.30, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 25.25, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,14 +755,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 22.3, + "score": 25.25, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 23.24, + "score": 26.05, "assumptions": { "scenarioStress": "moderate" } @@ -845,14 +845,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -972,10 +972,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1096,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331740.json b/landing/lenses/331740.json index cae95a95f7dcbf4e569d3e02e5185198c53cdcbb..a853297461fb2fa8d603715042320030edfd1887 100644 --- a/landing/lenses/331740.json +++ b/landing/lenses/331740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331920.json b/landing/lenses/331920.json index afc7c3fe4343d7bade39301c0986068375e1e1dc..aac47f6240febfaac5eb7e791c34404a78571ff6 100644 --- a/landing/lenses/331920.json +++ b/landing/lenses/331920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -883,8 +883,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -896,7 +896,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -916,8 +916,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -936,10 +936,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -949,7 +949,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1049,10 +1049,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1072,7 +1072,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1080,7 +1080,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/332290.json b/landing/lenses/332290.json index 1a1cab5374d726efcfa68d64d639be887b2dd4a1..b2b4c8f69095204fc6bf1bd2db6468d3b2c8e767 100644 --- a/landing/lenses/332290.json +++ b/landing/lenses/332290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -569,13 +569,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-20", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-20", "period": "2025", "status": "derived", @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-20", "period": "2025", "status": "observed", @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,10 +1205,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1223,10 +1223,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/332370.json b/landing/lenses/332370.json index e35f789a8cea2986f61dca641858a0f0b73e5654..832b3c541637cc02679340271684568a255bcf0b 100644 --- a/landing/lenses/332370.json +++ b/landing/lenses/332370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/332570.json b/landing/lenses/332570.json index 1722f1ad8a2320fa6a92fa03ec52effa72564439..4af575477047ddcd09ecadaf056fcf86b4fe420a 100644 --- a/landing/lenses/332570.json +++ b/landing/lenses/332570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/333050.json b/landing/lenses/333050.json index 9416a2d32849a09a5b928c46e4664d4ff3f329f0..5638f3c23b8eb29aaf3226cd38195928b5daae8d 100644 --- a/landing/lenses/333050.json +++ b/landing/lenses/333050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -714,10 +714,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -733,8 +733,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -764,10 +764,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -777,7 +777,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -786,7 +786,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -854,10 +854,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -873,10 +873,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -896,7 +896,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -904,7 +904,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/333430.json b/landing/lenses/333430.json index d2ef096b30fbd218ec6e5c6127fbfd34f4ef6211..a0c4972ea3bf88e1be728e9469d1232180cacb8d 100644 --- a/landing/lenses/333430.json +++ b/landing/lenses/333430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -983,19 +983,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1016,8 +1016,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,17 +1062,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1135,13 +1135,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1150,7 +1150,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1209,10 +1209,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/333620.json b/landing/lenses/333620.json index 757ef836d48ed121f901f01b67bb16d0969a119f..74268dd498ec7f90be5bc7a0cc7bd1fbff538793 100644 --- a/landing/lenses/333620.json +++ b/landing/lenses/333620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/334970.json b/landing/lenses/334970.json index 02d94efbd5fcf05917cb2d9390caedaed397dbb2..2a6394086097f19fdd37d00b760073a2e3bec0b1 100644 --- a/landing/lenses/334970.json +++ b/landing/lenses/334970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -142,7 +142,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2022", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -187,7 +187,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2022", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -232,7 +232,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2022", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2022", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -776,7 +776,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -791,14 +791,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -918,10 +918,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -950,8 +950,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -990,7 +990,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1077,10 +1077,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/335810.json b/landing/lenses/335810.json index f659efbaf1a4ec03ced20f974603b27dbd929625..d6d290c8fecc8b506325b94436206888d622ec17 100644 --- a/landing/lenses/335810.json +++ b/landing/lenses/335810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -936,19 +936,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -969,8 +969,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1015,17 +1015,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1035,7 +1035,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1094,7 +1094,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1103,7 +1103,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1135,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1338,88 +1338,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3a71ef7d6370", - "target": "335810", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.69 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/335870.json b/landing/lenses/335870.json index 6e0969a19e22731f0ce4c4f0120b3a12373e9c09..74ff5a8921c440a95d1a52b412e76e350a02ec21 100644 --- a/landing/lenses/335870.json +++ b/landing/lenses/335870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -579,7 +579,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -594,14 +594,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -721,10 +721,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -740,8 +740,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -753,8 +753,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -771,10 +771,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -784,7 +784,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -793,7 +793,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -861,10 +861,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -880,10 +880,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -912,7 +912,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -920,7 +920,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/335890.json b/landing/lenses/335890.json index 5110d10d9a7770e587ce9ce104af0f8fe923e231..6b56346daf13de4ac301440934cbae9bfe0be875 100644 --- a/landing/lenses/335890.json +++ b/landing/lenses/335890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -994,10 +994,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-12-09", "period": "2022", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1033,7 +1033,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-12-09", "period": "2022", "status": "derived", @@ -1074,7 +1074,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-12-09", "period": "2022", "status": "observed", @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,10 +1210,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1228,10 +1228,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/336060.json b/landing/lenses/336060.json index 296ddbc4ef5505488e5eabaa257f51d06f9a3e15..fb616685213727d0041168354d2cf85af6a93e64 100644 --- a/landing/lenses/336060.json +++ b/landing/lenses/336060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/336260.json b/landing/lenses/336260.json index bf265cfd88bada89c0b122e2135fc70c3158fcdc..d961001c4804b46e9daac601b9f15319788a39a9 100644 --- a/landing/lenses/336260.json +++ b/landing/lenses/336260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -590,18 +590,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 41.88, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 44.13, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,15 +785,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 41.88, + "grade": "dCR-BB-", + "score": 44.13, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 43.25, + "score": 45.31, "assumptions": { "scenarioStress": "moderate" } @@ -809,11 +809,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -875,7 +870,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", @@ -894,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1016,19 +1011,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1049,8 +1044,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1062,7 +1057,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1077,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,17 +1090,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1110,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1140,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1174,7 +1169,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1183,7 +1178,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1196,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1215,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1260,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1274,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1314,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1630,12 +1625,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:303794f30538", + "target": "336260", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/336370.json b/landing/lenses/336370.json index 9157720e239215cd213c3d1a53a0f9f160c46aed..f0c590a19270f93a1436bea9974fd49be95d2326 100644 --- a/landing/lenses/336370.json +++ b/landing/lenses/336370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -590,18 +590,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 49.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 48.36, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,14 +786,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 49.66, + "score": 48.36, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 50.43, + "score": 49.27, "assumptions": { "scenarioStress": "moderate" } @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1016,15 +1016,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,17 +1095,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1174,7 +1174,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1183,7 +1183,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1418,12 +1418,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:43e4e6f68a0a", + "target": "336370", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.788 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/336570.json b/landing/lenses/336570.json index 15491c67321a3b7bab678aff2404d26a46e5fb2a..39bc6e9c113c2e42290d24504fb5b1299e936519 100644 --- a/landing/lenses/336570.json +++ b/landing/lenses/336570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -967,19 +967,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,17 +1046,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1125,7 +1125,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1134,7 +1134,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1369,88 +1369,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8692bca28f43", - "target": "336570", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.408 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/336680.json b/landing/lenses/336680.json index 11664771b4bd2a8de49766c838cb403ec1649142..47dde55f59f85b4850fb37295fb25ce6fb5c1e88 100644 --- a/landing/lenses/336680.json +++ b/landing/lenses/336680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/337930.json b/landing/lenses/337930.json index 2999542a052c7678d4f5f59562d6e4447b94a6b7..a6278183e511ac7a8ef0e5e94cfd145e0e9882ad 100644 --- a/landing/lenses/337930.json +++ b/landing/lenses/337930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1035,8 +1035,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,10 +1088,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/338220.json b/landing/lenses/338220.json index 9f24849ff546f1b593e18875b9e649e68f223caf..9bb4f8b621b521431fbd85ec24dc1b4a3308ba15 100644 --- a/landing/lenses/338220.json +++ b/landing/lenses/338220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,7 +795,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 140.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 147.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -810,14 +810,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -983,7 +983,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1061,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/338840.json b/landing/lenses/338840.json index 94b7838626bd36e8b128eeff1db26f42ac61ad18..1acba4a62a899bc3bee0718fe7ee9bf46a0ad728 100644 --- a/landing/lenses/338840.json +++ b/landing/lenses/338840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -730,8 +730,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -750,8 +750,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -857,10 +857,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,7 +880,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -888,7 +888,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/339770.json b/landing/lenses/339770.json index 05edbe3840982687dd469316e628ab000e41ce4c..f1d5dcf34012da8a0b697d17328da3c953067539 100644 --- a/landing/lenses/339770.json +++ b/landing/lenses/339770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -999,19 +999,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1032,8 +1032,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1078,17 +1078,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1151,13 +1151,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1166,7 +1166,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1225,10 +1225,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/339950.json b/landing/lenses/339950.json index ec2f6b2a26844e6d80c025e412d4f357f37fd42f..a3abc0cf9d21cc124182c03a269821eed3d6f061 100644 --- a/landing/lenses/339950.json +++ b/landing/lenses/339950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1032,7 +1032,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1409,7 +1409,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1431,7 +1431,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1449,15 +1449,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/340360.json b/landing/lenses/340360.json index 81417ce526ad2aadd892c0b19d6544699d36921f..09754c49d936ef0891441309a870d063c4de13c5 100644 --- a/landing/lenses/340360.json +++ b/landing/lenses/340360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -506,18 +506,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 51.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 53.99, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,14 +702,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 51.19, + "score": 53.99, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 52.35, + "grade": "dCR-B", + "score": 55.44, "assumptions": { "scenarioStress": "moderate" } @@ -725,6 +725,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-B로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -778,7 +783,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 84점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 27.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +798,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -920,10 +925,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -939,8 +944,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -952,8 +957,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -970,10 +975,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -983,7 +988,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -992,7 +997,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1060,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1079,10 +1084,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1102,7 +1107,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1110,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340440.json b/landing/lenses/340440.json index 73981ba207ea21ccc3ed2a7c261c1fb9da5db518..e9deb73909db1b82348b673420b5ce06917ff2b8 100644 --- a/landing/lenses/340440.json +++ b/landing/lenses/340440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-08", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1000,7 +1000,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1053,7 +1053,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-08", "detail": "괴리 판정의 price 입력" } ], @@ -1121,10 +1121,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1140,10 +1140,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340450.json b/landing/lenses/340450.json index dba2793112c97517e53df4283dd3238f1598f9b8..1132330b66ad5daf71c6b1b416fac11671d54f92 100644 --- a/landing/lenses/340450.json +++ b/landing/lenses/340450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340570.json b/landing/lenses/340570.json index f47a34c86080817e73f607311003148822a9d3b6..01a774307264ce3a313c5373c85314fc27ff03df 100644 --- a/landing/lenses/340570.json +++ b/landing/lenses/340570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -999,19 +999,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1032,8 +1032,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1078,17 +1078,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1157,7 +1157,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1166,7 +1166,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1401,12 +1401,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:812e31233367", + "target": "340570", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.449 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/340810.json b/landing/lenses/340810.json index df869817b8fd610821da6fef1d822e34a842df58..0ec80c538c5918d2efd0b3a429b9141586f8c814 100644 --- a/landing/lenses/340810.json +++ b/landing/lenses/340810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -489,13 +489,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -749,7 +749,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 69.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 68.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -764,14 +764,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -891,10 +891,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -937,7 +937,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -957,8 +957,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1015,7 +1015,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1071,10 +1071,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1090,10 +1090,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1330,7 +1330,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1348,8 +1348,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/340930.json b/landing/lenses/340930.json index d8b366c60ec2ca2104a3f516a6e2f5cb285bdf5d..3fe66e06b8c575a0ff723898a3267323f2d57559 100644 --- a/landing/lenses/340930.json +++ b/landing/lenses/340930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 67.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 68.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-31", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-31", "period": "2025", "status": "derived", @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1135,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1368,7 +1368,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1386,7 +1386,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", diff --git a/landing/lenses/341170.json b/landing/lenses/341170.json index 6835a2c52a33861c5d6ba7ac8e43eb1a4ef9be61..07e9cb98de9760ed4ef506d0c9c31c5994321952 100644 --- a/landing/lenses/341170.json +++ b/landing/lenses/341170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2025", @@ -36,10 +36,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-12", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -390,7 +390,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-12", "period": null, "status": "derived", @@ -410,7 +410,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-12", "period": null, "status": "observed", @@ -498,10 +498,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -517,10 +517,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/342870.json b/landing/lenses/342870.json index e8bf098f0bd13216db10a47886f8d6edb33258f2..49fad50b8925a72b8306b74f143f8454333f9d40 100644 --- a/landing/lenses/342870.json +++ b/landing/lenses/342870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -527,8 +527,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -558,10 +558,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/343090.json b/landing/lenses/343090.json index 37e23730cbba933f5ac0ec725554d0f464775755..b01f846178dee5d117ba6663d10d871b29583a7d 100644 --- a/landing/lenses/343090.json +++ b/landing/lenses/343090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2023", @@ -36,10 +36,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -229,14 +229,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -351,10 +351,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-12-26", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -383,7 +383,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-12-26", "period": null, "status": "derived", @@ -403,7 +403,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-12-26", "period": null, "status": "observed", @@ -491,10 +491,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -537,10 +537,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -555,10 +555,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -569,7 +569,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -577,7 +577,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -593,7 +593,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/344820.json b/landing/lenses/344820.json index 2daf23e25a1330ae5d62aaa3095db12a32e93121..f430d95d01c255cd9ffaf910d37842d4c23f07aa 100644 --- a/landing/lenses/344820.json +++ b/landing/lenses/344820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -884,14 +884,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1011,19 +1011,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1044,8 +1044,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,17 +1090,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1110,7 +1110,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1169,7 +1169,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1178,7 +1178,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1413,88 +1413,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:129f4f00e662", - "target": "344820", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/344860.json b/landing/lenses/344860.json index 797e79f5d0e3adf85d76fdee11b1d2168edfecbc..a261141ac1d15e5cb9d779be3a10da5afe369ff3 100644 --- a/landing/lenses/344860.json +++ b/landing/lenses/344860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -709,10 +709,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -741,8 +741,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -761,8 +761,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -781,7 +781,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -849,10 +849,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -868,10 +868,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -895,10 +895,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -913,10 +913,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -927,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -935,7 +935,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -967,7 +967,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347000.json b/landing/lenses/347000.json index c2b573293afd6142041fcb48fae5982b068285bc..dd1a243206ec25dee7e5d0188c0c98428f1bee83 100644 --- a/landing/lenses/347000.json +++ b/landing/lenses/347000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,7 +856,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -998,10 +998,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1197,10 +1197,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347700.json b/landing/lenses/347700.json index 9ade5c5ff2f96ecafbccfb4a5364051dd55ed743..07c00e5ec25b212890bae1d14af63cf7b428f748 100644 --- a/landing/lenses/347700.json +++ b/landing/lenses/347700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -514,18 +514,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 34.78, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 37.03, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,15 +709,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 34.78, + "grade": "dCR-BB", + "score": 37.03, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 35.23, + "grade": "dCR-BB", + "score": 37.48, "assumptions": { "scenarioStress": "moderate" } @@ -788,7 +788,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", @@ -806,14 +806,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -933,10 +933,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -979,7 +979,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1021,8 +1021,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1113,10 +1113,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1132,10 +1132,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1155,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1365,7 +1365,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1383,8 +1383,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/347740.json b/landing/lenses/347740.json index f0a1a22987b566459fe612796596c32e9e3fcc85..4a97e4aebb32576156b29605f6c51f579a272e11 100644 --- a/landing/lenses/347740.json +++ b/landing/lenses/347740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1004,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1203,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347770.json b/landing/lenses/347770.json index 6c396e37cd47eb17e0788ea4baa8430b496a1ce4..a2ee7a0a1787925f7b06bb3fd54f89d8032445cc 100644 --- a/landing/lenses/347770.json +++ b/landing/lenses/347770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -866,7 +866,7 @@ "divergenceExplanation": [ "채무상환능력 축이 57점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 17.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 18.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -881,14 +881,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1008,19 +1008,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1041,8 +1041,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,17 +1087,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1166,7 +1166,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1175,7 +1175,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347850.json b/landing/lenses/347850.json index 777dd838ac82631811ae25a9d52a1fd3f58435e3..a270b2776e51aab5f7b45159ccd4f2b3aae513db 100644 --- a/landing/lenses/347850.json +++ b/landing/lenses/347850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -482,14 +482,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -655,7 +655,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -675,8 +675,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -697,8 +697,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -733,7 +733,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -789,10 +789,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -808,10 +808,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -839,7 +839,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347860.json b/landing/lenses/347860.json index fd767ab29f3406f639f6130050dd7f92a0239f0b..3dc478c3729c67fadd6eebb1b6bcdde2009327c3 100644 --- a/landing/lenses/347860.json +++ b/landing/lenses/347860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -884,8 +884,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -937,10 +937,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -950,7 +950,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347890.json b/landing/lenses/347890.json index d0b5cf1633ea9a8c489de5dbf933e81d85854aa9..a75eca073540d02911e43544b518cf3d521390e6 100644 --- a/landing/lenses/347890.json +++ b/landing/lenses/347890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348030.json b/landing/lenses/348030.json index 6dd439e2ee57684888611bcc77e78314ebeca576..e5b1aef2dc136e9ce4bb47d439ba7a8fd3786c6c 100644 --- a/landing/lenses/348030.json +++ b/landing/lenses/348030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1001,15 +1001,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", @@ -1027,8 +1027,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1040,7 +1040,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,17 +1072,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1149,7 +1149,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1158,7 +1158,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348080.json b/landing/lenses/348080.json index 634af66eb9327ba47ccce05ba20ebdaf1d203522..02ac8b5630e3051dde656d05a0f86c7297335d34 100644 --- a/landing/lenses/348080.json +++ b/landing/lenses/348080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -785,7 +785,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -946,8 +946,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -977,10 +977,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -990,7 +990,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -999,7 +999,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1086,10 +1086,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348150.json b/landing/lenses/348150.json index 1e38393d76f268da9c6313bd974f08312d97925a..7c9cbf2268eb28aec3e7452ab23e33010cc8380a 100644 --- a/landing/lenses/348150.json +++ b/landing/lenses/348150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -799,7 +799,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 20.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 19.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -814,14 +814,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -941,10 +941,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1013,7 +1013,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1081,10 +1081,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1100,10 +1100,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348210.json b/landing/lenses/348210.json index bd7db37a05bdb18e686cc97870c396260a8f1344..f2566f3cfbf7dbb885d08fdbbc036cf1564cb24b 100644 --- a/landing/lenses/348210.json +++ b/landing/lenses/348210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,10 +1228,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348340.json b/landing/lenses/348340.json index 198ba7e309f927fb8be579f9454d66fc537c2313..33f503a8f8e9503426892c69ba7f330eb1b0921d 100644 --- a/landing/lenses/348340.json +++ b/landing/lenses/348340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 16.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 16.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,10 +993,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348350.json b/landing/lenses/348350.json index a0c813772506c7a174cc6d6e4d55d084f69b14a9..319da7672ff5f0cdbe4f3530a1eb682dd6dfe201 100644 --- a/landing/lenses/348350.json +++ b/landing/lenses/348350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348370.json b/landing/lenses/348370.json index bd2a7cedeb4962522905556055d552f465091ddf..cf228bb490d24d558e6eb743b209037525188b7a 100644 --- a/landing/lenses/348370.json +++ b/landing/lenses/348370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ "divergenceExplanation": [ "유동성 축이 71점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 112.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 115.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -990,19 +990,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1023,8 +1023,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,17 +1069,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1148,7 +1148,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1157,7 +1157,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1216,10 +1216,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348950.json b/landing/lenses/348950.json index 560bb672d5bce87b115694ab153153a8de3897dd..e9a873dd856e840d8b852737d18994348bbb5f58 100644 --- a/landing/lenses/348950.json +++ b/landing/lenses/348950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -361,10 +361,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-27", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -400,7 +400,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -420,7 +420,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-27", "period": "2025", "status": "derived", @@ -441,7 +441,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-27", "period": "2025", "status": "observed", @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/350520.json b/landing/lenses/350520.json index 2827f232c55231a219d4fa84f66f6059f66524ce..9b11cbf53f8fd3ca537b47eb1871d6b94a19df2f 100644 --- a/landing/lenses/350520.json +++ b/landing/lenses/350520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -65,7 +65,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 32.29, + "value": 42.15, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -216,7 +216,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 32.29, + "value": 42.15, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -363,10 +363,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -389,8 +389,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -402,7 +402,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -422,8 +422,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -471,7 +471,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -533,10 +533,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -552,10 +552,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -579,10 +579,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -597,10 +597,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -611,7 +611,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -619,7 +619,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -635,7 +635,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -651,7 +651,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/351020.json b/landing/lenses/351020.json index b41d76bc30ac7ef54e8775533d58cbf8a43e3ced..e02e499543e28453634c33dbb373d9b95b6d8052 100644 --- a/landing/lenses/351020.json +++ b/landing/lenses/351020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -38,10 +38,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -377,8 +377,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -390,8 +390,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -408,10 +408,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -421,7 +421,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -430,7 +430,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -498,10 +498,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -517,10 +517,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/351320.json b/landing/lenses/351320.json index e291180cfe65094740aeec0c42a8d9cb49ebcbe9..f65206f46819ed6867632c65baadb730e68ead99 100644 --- a/landing/lenses/351320.json +++ b/landing/lenses/351320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1008,8 +1008,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/351330.json b/landing/lenses/351330.json index 2bcdcb3e90c82daa4ffccf4dabebe44cc2f91a9c..5cabb1db3a760a0207b34202fd7381f6416503b9 100644 --- a/landing/lenses/351330.json +++ b/landing/lenses/351330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,7 +842,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/351870.json b/landing/lenses/351870.json index 283c192d842fb464f8a9994402ed94cfd2d0b794..2f597e9a0580a421d935f928b54194ad845c31b3 100644 --- a/landing/lenses/351870.json +++ b/landing/lenses/351870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -559,7 +559,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 24.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 25.28%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -575,14 +575,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -702,19 +702,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -735,8 +735,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -748,7 +748,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -781,17 +781,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -801,7 +801,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -826,7 +826,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -854,13 +854,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -869,7 +869,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -882,10 +882,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -901,10 +901,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -932,7 +932,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352090.json b/landing/lenses/352090.json index 358c551e60f39f3fd9df84f22412c72e8ca3c848..2a9149657d69b4cb119d46d80802eae485fc6288 100644 --- a/landing/lenses/352090.json +++ b/landing/lenses/352090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -829,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -956,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -989,7 +989,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1080,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1373,7 +1373,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1395,7 +1395,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1413,15 +1413,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/352480.json b/landing/lenses/352480.json index 5fe04635b24be3fd9cfdbd8aa64c40a369126896..763789087fe830f934009724d71a2f5ee61e8d99 100644 --- a/landing/lenses/352480.json +++ b/landing/lenses/352480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352700.json b/landing/lenses/352700.json index cbf32191493163983b024f0d44d03d3b10c7e5ee..8adb2d556c33e317096372cab32f18373d041e6f 100644 --- a/landing/lenses/352700.json +++ b/landing/lenses/352700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1007,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1417,7 +1417,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1439,7 +1439,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1457,8 +1457,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/352770.json b/landing/lenses/352770.json index 865bcfcaf151209bd10d985784bb936e651f00e4..91eaa38a34e5cad8dee7a35321518bfc2a62b64b 100644 --- a/landing/lenses/352770.json +++ b/landing/lenses/352770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,14 +807,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -934,10 +934,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -973,7 +973,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352820.json b/landing/lenses/352820.json index 2abcf295dfa8e1d9532ab418b2de16a475f9c65b..465d54a0be89f373d6d80bc0e82d979217f9b008 100644 --- a/landing/lenses/352820.json +++ b/landing/lenses/352820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1002,19 +1002,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1035,8 +1035,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1081,17 +1081,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1160,7 +1160,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1169,7 +1169,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352910.json b/landing/lenses/352910.json index faddfd6399cd73c5763b3417b10d2ac0c578841c..812cabb4465749d38a4f5a7429ed4cf5fcd756ff 100644 --- a/landing/lenses/352910.json +++ b/landing/lenses/352910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352940.json b/landing/lenses/352940.json index d7ec68cfb3e6b57d2c20741d535cd758f83d47c7..484a4383c83c9304185bd2856c00e2540c4a2a2e 100644 --- a/landing/lenses/352940.json +++ b/landing/lenses/352940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,7 +859,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.99%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,10 +1179,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1197,10 +1197,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353190.json b/landing/lenses/353190.json index d61530b0d7d5499e4e85b21fe0ba4ca03c492e9b..ec88729c1679e28bb1613a5ee9258bf0094765ac 100644 --- a/landing/lenses/353190.json +++ b/landing/lenses/353190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -989,10 +989,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1022,7 +1022,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1035,7 +1035,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,10 +1215,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353200.json b/landing/lenses/353200.json index 1332a1f0df09a5f5f11f52fc970e5b150492c621..502b3376cbb917d8d191ee3c6d672022653c0c42 100644 --- a/landing/lenses/353200.json +++ b/landing/lenses/353200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353590.json b/landing/lenses/353590.json index 601ef4801e53a4c62eb1a085d6a0b1ef84c1a482..41d056bcaa94d81778f9d3b07e960ed56cb6c3cb 100644 --- a/landing/lenses/353590.json +++ b/landing/lenses/353590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -799,14 +799,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -926,10 +926,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -959,8 +959,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -972,7 +972,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1012,10 +1012,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1025,7 +1025,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353810.json b/landing/lenses/353810.json index a7d380f0bb92d84d87d09054930bea395589a6a7..a6f7888308e719de75f09cdfabcb96255f054765 100644 --- a/landing/lenses/353810.json +++ b/landing/lenses/353810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -998,19 +998,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1031,8 +1031,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,17 +1077,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1097,7 +1097,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1156,7 +1156,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1165,7 +1165,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1197,10 +1197,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,10 +1215,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1233,10 +1233,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1541,12 +1541,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:997360f1320c", + "target": "353810", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/354200.json b/landing/lenses/354200.json index 3527da2fa63844e1396f3012ad2f6e0fea726854..702c3d2e88a24849827ebbd120d14f2292739b8d 100644 --- a/landing/lenses/354200.json +++ b/landing/lenses/354200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,7 +795,7 @@ "divergenceExplanation": [ "유동성 축이 71점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 164.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 184.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -810,14 +810,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -983,7 +983,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1061,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/354320.json b/landing/lenses/354320.json index cca1ceffa150b49349e2dd286163eeb6ed1837aa..83cfc88225f8b47f4a886d20de7620d59414ae20 100644 --- a/landing/lenses/354320.json +++ b/landing/lenses/354320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -899,10 +899,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -932,7 +932,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -998,7 +998,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1023,7 +1023,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1079,10 +1079,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,10 +1098,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/355150.json b/landing/lenses/355150.json index f61eb7be8beb2d44b477d8de33d4c36bacbda200..dc62653af6a6b8c1605871fa5dbf8de1b93a7735 100644 --- a/landing/lenses/355150.json +++ b/landing/lenses/355150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -485,14 +485,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -664,8 +664,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -684,7 +684,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -752,10 +752,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -771,10 +771,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -798,10 +798,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -812,7 +812,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -836,7 +836,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/355390.json b/landing/lenses/355390.json index 8faae63695e9371ef24d682b8deb03573e5c79b3..a53b02beca21d27702f5875fb141737bbf30f9f5 100644 --- a/landing/lenses/355390.json +++ b/landing/lenses/355390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 184.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 203.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/355690.json b/landing/lenses/355690.json index d449ee28d8de6ec1ec2839a9ae1b6ee88ba9f00a..db871a688ea36823287c1a53cc5cefe29b2ce2cf 100644 --- a/landing/lenses/355690.json +++ b/landing/lenses/355690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -304,13 +304,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -372,7 +372,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -391,7 +391,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -410,7 +410,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -429,7 +429,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,14 +577,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -704,10 +704,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -737,7 +737,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -750,7 +750,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -770,8 +770,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -792,8 +792,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -803,7 +803,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -828,7 +828,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -884,10 +884,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -903,10 +903,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -926,7 +926,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -934,7 +934,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1156,7 +1156,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1174,15 +1174,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/356680.json b/landing/lenses/356680.json index ec969c84e74248500b13ca72cdc5f74ed77d9c21..89ed19f678586412a98d8b539c099d135af7a513 100644 --- a/landing/lenses/356680.json +++ b/landing/lenses/356680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -238,13 +238,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -306,7 +306,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -325,7 +325,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -344,7 +344,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -363,7 +363,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -516,14 +516,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -643,10 +643,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -662,8 +662,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -675,8 +675,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -693,10 +693,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -706,7 +706,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -715,7 +715,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/356860.json b/landing/lenses/356860.json index 544836401548a0f3938837f8af7ae9d5107306dd..37046648939769c632ab2800cdb8b55745935a97 100644 --- a/landing/lenses/356860.json +++ b/landing/lenses/356860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1140,10 +1140,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1162,7 +1162,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/356890.json b/landing/lenses/356890.json index 473c64491631ee7fa88257c94e14ab53f3343be1..b53739a09a70bb3a671e4abc101948361790a6c1 100644 --- a/landing/lenses/356890.json +++ b/landing/lenses/356890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1033,8 +1033,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,10 +1086,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357230.json b/landing/lenses/357230.json index 281558eea84b420c6490426e9eb9c38904289f13..30fd0a9f96c1f54b0268a2ab93eb9fe553dea69e 100644 --- a/landing/lenses/357230.json +++ b/landing/lenses/357230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357430.json b/landing/lenses/357430.json index 96749b23f5f325a1cc456700064f07faf1c58a0f..721f62aff8eb83c4cb05c40f29df08a2389bd074 100644 --- a/landing/lenses/357430.json +++ b/landing/lenses/357430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -359,10 +359,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -378,8 +378,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -391,8 +391,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -409,10 +409,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -422,7 +422,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -431,7 +431,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -499,10 +499,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -545,10 +545,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -563,10 +563,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -577,7 +577,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -585,7 +585,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -601,7 +601,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357550.json b/landing/lenses/357550.json index fd3139fb3e46173d0c8c2a27f6a5e2744bf576e1..ad7cc2e193e5023a536081bbae41d51d035f8478 100644 --- a/landing/lenses/357550.json +++ b/landing/lenses/357550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1033,7 +1033,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1217,10 +1217,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1235,10 +1235,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357580.json b/landing/lenses/357580.json index 50ed170de0201ee5d60ffaefe9104ec4fba226b7..e4f16822b59a23cb22cd577354197280d990d58e 100644 --- a/landing/lenses/357580.json +++ b/landing/lenses/357580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1009,7 +1009,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1053,7 +1053,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1062,7 +1062,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,10 +1167,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1185,10 +1185,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357780.json b/landing/lenses/357780.json index cfd1c65e7421479846977fc2a72d9177da2857a5..c3a0dcd3d4621b7c98088256d140c3de6dfb7a4a 100644 --- a/landing/lenses/357780.json +++ b/landing/lenses/357780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 3.11, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 4.11, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,14 +777,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 3.11, + "score": 4.11, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA+", - "score": 4.25, + "grade": "dCR-AA", + "score": 5.25, "assumptions": { "scenarioStress": "moderate" } @@ -800,6 +800,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -872,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -999,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1045,7 +1050,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1092,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1198,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357880.json b/landing/lenses/357880.json index ad05bb37435ab6a0886843a77d7e61823268c65d..cb1847fc174b2eaf290e4e8af8d3d9759d5bb295 100644 --- a/landing/lenses/357880.json +++ b/landing/lenses/357880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -709,14 +709,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -836,10 +836,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -869,7 +869,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -882,7 +882,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -902,8 +902,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -924,8 +924,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -935,7 +935,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -960,7 +960,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1035,10 +1035,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1058,7 +1058,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1066,7 +1066,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1276,7 +1276,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1294,15 +1294,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/358570.json b/landing/lenses/358570.json index c42f66f686753ac9e5cffa286e8a0913634ee150..1105ccae62ccc59a0f7b92a6762797326fccbaf3 100644 --- a/landing/lenses/358570.json +++ b/landing/lenses/358570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -503,14 +503,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -630,10 +630,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -649,8 +649,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -662,8 +662,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -680,10 +680,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -693,7 +693,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -702,7 +702,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -770,10 +770,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -789,10 +789,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -812,7 +812,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/359090.json b/landing/lenses/359090.json index d544c559ec148aee2911bc9eedc468f7ae59fcfd..b31dd656bfb92b3160f2fbcab0dafc6f28754c35 100644 --- a/landing/lenses/359090.json +++ b/landing/lenses/359090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 9.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 9.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -990,19 +990,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1023,8 +1023,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,17 +1069,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1148,7 +1148,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1157,7 +1157,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1392,12 +1392,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b5055c5cda6c", + "target": "359090", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/360070.json b/landing/lenses/360070.json index a4a35d9120f1e8e69dbcd9f63b2b2e16686709a0..18ab1e1082032f61e2140ee441ceda2ded2b8c0a 100644 --- a/landing/lenses/360070.json +++ b/landing/lenses/360070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,13 +310,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -378,7 +378,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -397,7 +397,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -416,7 +416,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -435,7 +435,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -575,7 +575,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 70.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 74.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -749,8 +749,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -769,8 +769,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -789,7 +789,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -876,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/360350.json b/landing/lenses/360350.json index 7367426c564807054c375d182053f621bd2c8594..fad0fefcc3ca48ae2e717f50c2795327acd41606 100644 --- a/landing/lenses/360350.json +++ b/landing/lenses/360350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 11.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 11.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -926,7 +926,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361390.json b/landing/lenses/361390.json index 6cb59b4c3a2ead4226b83ab126de282df8bd7ec5..580739ee2c99ae03eeced9aad04765104d3d0745 100644 --- a/landing/lenses/361390.json +++ b/landing/lenses/361390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361570.json b/landing/lenses/361570.json index f1eb657d7ec2d8f7a8ccbd0cd1a6fab46210343c..d9a30252567a17bc26b705336f7b2a46db550086 100644 --- a/landing/lenses/361570.json +++ b/landing/lenses/361570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -992,19 +992,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1018,8 +1018,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1063,17 +1063,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1140,7 +1140,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1149,7 +1149,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361610.json b/landing/lenses/361610.json index 3dbfbaa2b4ce6109ff59080ddd32bc748745e6db..7e919c306926e70c6fb1e53c2a896b56becad215 100644 --- a/landing/lenses/361610.json +++ b/landing/lenses/361610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 7884.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 7828.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -915,10 +915,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -961,7 +961,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1039,7 +1039,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1095,10 +1095,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1114,10 +1114,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1141,10 +1141,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1159,10 +1159,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361670.json b/landing/lenses/361670.json index 2b3d8a9576a8b3d6aef63523e7ffc9115103a653..9b407e6323936d1b27cd71a468559d5a29bf9bf5 100644 --- a/landing/lenses/361670.json +++ b/landing/lenses/361670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -710,14 +710,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -837,10 +837,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -869,8 +869,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -909,7 +909,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -996,10 +996,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1019,7 +1019,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1027,7 +1027,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/362320.json b/landing/lenses/362320.json index b43d55a9ec3466792058ec70df2830633ff68eb5..6d3848b89b287c83f76ef9cb4d553d100c52c42a 100644 --- a/landing/lenses/362320.json +++ b/landing/lenses/362320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,7 +828,7 @@ "divergenceExplanation": [ "채무상환능력 축이 71점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 17.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 16.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1003,7 +1003,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/362990.json b/landing/lenses/362990.json index cddf034a8cff31cfd75067c4f1ddc4528941f3d5..38a71a352ba39341a5e18a1dfe3cbd2ae23da7b6 100644 --- a/landing/lenses/362990.json +++ b/landing/lenses/362990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/363250.json b/landing/lenses/363250.json index 1b50a7055edca7629454b5b2de8d04dfa349c4dd..5cac3cd6d78eaad70f4018c8706d2ddfe908b052 100644 --- a/landing/lenses/363250.json +++ b/landing/lenses/363250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -507,18 +507,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 38.89, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 36.64, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,15 +702,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 38.89, + "grade": "dCR-BB+", + "score": 36.64, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 39.66, + "score": 37.41, "assumptions": { "scenarioStress": "moderate" } @@ -726,6 +726,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -775,7 +780,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", @@ -794,14 +799,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -921,19 +926,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -954,8 +959,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -967,7 +972,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -987,8 +992,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,17 +1005,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1025,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1045,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1079,7 +1084,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1088,7 +1093,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1101,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1120,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1148,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,12 +1328,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:887924e1ccc1", + "target": "363250", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2024", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/363260.json b/landing/lenses/363260.json index d5b7a109722cda7f11e0c344d68967294823cc60..d5d0ef671db3815488f04262e5aea6320507bf17 100644 --- a/landing/lenses/363260.json +++ b/landing/lenses/363260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -578,13 +578,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -870,14 +870,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -997,19 +997,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-08-20", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1030,8 +1030,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1043,7 +1043,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-20", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1076,17 +1076,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-20", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1096,7 +1096,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-20", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1149,13 +1149,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1164,7 +1164,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1177,10 +1177,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1196,10 +1196,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/363280.json b/landing/lenses/363280.json index e695c65f5279fa7b500a091125f3f369f0d72bd3..7c2623870b9b24855195be57913e1f1a31c2459c 100644 --- a/landing/lenses/363280.json +++ b/landing/lenses/363280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -939,8 +939,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/364950.json b/landing/lenses/364950.json index adb793ae64b03adc94b2395d4df6fae812d23a9f..145374e8d8d30bbefa882900d968c358e253282b 100644 --- a/landing/lenses/364950.json +++ b/landing/lenses/364950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365270.json b/landing/lenses/365270.json index 9cec14f49396521bed7e8d0a3ad6db526908d8c4..3e74d86c9cf232d184d0c1f265ed37735d7812af 100644 --- a/landing/lenses/365270.json +++ b/landing/lenses/365270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -507,18 +507,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 17.53, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 20.02, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -701,15 +701,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 17.53, + "grade": "dCR-BBB+", + "score": 20.02, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 17.73, + "grade": "dCR-BBB+", + "score": 20.18, "assumptions": { "scenarioStress": "moderate" } @@ -774,7 +774,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-6", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -939,7 +939,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -983,7 +983,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -992,7 +992,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1079,10 +1079,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1102,7 +1102,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1110,7 +1110,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365330.json b/landing/lenses/365330.json index a851e7ea20f08d533f2ac91eba21e450822b5a40..bc485656bffb85b8c8fee04a8164daff844e93cc 100644 --- a/landing/lenses/365330.json +++ b/landing/lenses/365330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365340.json b/landing/lenses/365340.json index 7ec1d402c786fe72eeb073c4c51d4eabca58ffcd..381d19297e34ef7deb33c49ad8437825a759caae 100644 --- a/landing/lenses/365340.json +++ b/landing/lenses/365340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -784,14 +784,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -957,7 +957,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -977,8 +977,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1091,10 +1091,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1110,10 +1110,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,10 +1128,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1146,10 +1146,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365590.json b/landing/lenses/365590.json index bbfd7b780c157a2c0f842335c8b5aecd5dc6467a..7f44db0382efc6e04860a7bdebe19161de0979ed 100644 --- a/landing/lenses/365590.json +++ b/landing/lenses/365590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -178,7 +178,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -429,13 +429,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -624,14 +624,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -751,10 +751,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-19", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -783,7 +783,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-19", "period": null, "status": "derived", @@ -803,7 +803,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-19", "period": null, "status": "observed", @@ -891,10 +891,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -910,10 +910,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -937,10 +937,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -959,7 +959,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365660.json b/landing/lenses/365660.json index fd1f4d888aaa135a0c4e0f238f8111920a8f0d94..c3d6a0411e1a1b5acd7818d058f0bb597f034567 100644 --- a/landing/lenses/365660.json +++ b/landing/lenses/365660.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/365900.json b/landing/lenses/365900.json index 30a93ee13db7b06c37c6ca89d341ae7a1df076a1..d38f8ef578dcd0d3fbace74b7b297eaf873b06b2 100644 --- a/landing/lenses/365900.json +++ b/landing/lenses/365900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1008,8 +1008,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/366030.json b/landing/lenses/366030.json index 3a7359196ea1738d16858a9f67b7e4ad4b1e3bd2..7f9c98da5ff92614b3ef79a5c21d44ae7bd829ec 100644 --- a/landing/lenses/366030.json +++ b/landing/lenses/366030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/367000.json b/landing/lenses/367000.json index fc1de89c106e8c78353c083c2c9bf17d19b6e618..eb06c88d93b4f3dc59aed295ca13485378c676b3 100644 --- a/landing/lenses/367000.json +++ b/landing/lenses/367000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -779,7 +779,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 4.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 4.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -971,10 +971,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -984,7 +984,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -993,7 +993,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1080,10 +1080,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1111,7 +1111,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/368600.json b/landing/lenses/368600.json index be1b252b1d1a74adf55785c2466cb120a7525146..a10b6742ec94f4fbd8b1b1b3c02487fa66c9eada 100644 --- a/landing/lenses/368600.json +++ b/landing/lenses/368600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,7 +764,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 91.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 94.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -994,8 +994,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1030,7 +1030,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1338,7 +1338,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1356,8 +1356,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/368770.json b/landing/lenses/368770.json index 572311ec5af24953cc59ba94875580967f574edf..ed0f4b88a6a2280204752f06fa9c808ad095772e 100644 --- a/landing/lenses/368770.json +++ b/landing/lenses/368770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -570,18 +570,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 7.65, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 6.65, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 7.65, + "score": 6.65, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA-", - "score": 8.0, + "grade": "dCR-AA", + "score": 7.0, "assumptions": { "scenarioStress": "moderate" } @@ -789,11 +789,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -854,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -981,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1027,7 +1022,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1042,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1064,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1180,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1391,7 +1386,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1413,7 +1408,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1431,8 +1426,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/368970.json b/landing/lenses/368970.json index b89e05cda44d6e034e682dcfc8fba3ba26f2d1d5..5b75576ce0d5fd2cd31aeacf73a0bac93ed660d9 100644 --- a/landing/lenses/368970.json +++ b/landing/lenses/368970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -907,19 +907,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,17 +986,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1065,7 +1065,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1074,7 +1074,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,10 +1133,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1155,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1407,12 +1407,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2ae89a54f64a", + "target": "368970", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.732 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/369370.json b/landing/lenses/369370.json index 015b8a9c8fa50d1e57d4d796a049f3d3b7bc0b06..668eb87c581ce179177704240b88785127980adb 100644 --- a/landing/lenses/369370.json +++ b/landing/lenses/369370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,7 +779,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 18.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 18.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -916,19 +916,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -949,8 +949,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,17 +995,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1015,7 +1015,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1074,7 +1074,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1083,7 +1083,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1096,10 +1096,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1115,10 +1115,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,10 +1142,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1160,10 +1160,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/370090.json b/landing/lenses/370090.json index 5c1054844fc61af25cef76c8639359c27755e6fe..010fb11f18b3e6ecb2dd52b3c7cbb38a9757c9c4 100644 --- a/landing/lenses/370090.json +++ b/landing/lenses/370090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -117,7 +117,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -186,7 +186,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -207,7 +207,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -231,7 +231,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -784,14 +784,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -930,7 +930,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -943,8 +943,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -963,8 +963,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -974,7 +974,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -983,7 +983,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1070,10 +1070,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1093,7 +1093,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/371950.json b/landing/lenses/371950.json index cc92e15902214bbf9a10c03d1bc3240132954966..7e91e5a88241878172359177ec9292e1514b561d 100644 --- a/landing/lenses/371950.json +++ b/landing/lenses/371950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 79점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 282.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 301.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -920,19 +920,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -953,8 +953,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -999,17 +999,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1078,7 +1078,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1087,7 +1087,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/372170.json b/landing/lenses/372170.json index 4ed363377ce24a55e3e70bf9714c1b7f1444dd7f..35ff9a5d4c41e7d755091f6f709386f0b336fdfc 100644 --- a/landing/lenses/372170.json +++ b/landing/lenses/372170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,7 +828,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1380,7 +1380,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1402,7 +1402,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1420,8 +1420,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/372320.json b/landing/lenses/372320.json index 041f62e35ab231a1fb0195cc94f8768a5eae42ab..2346e69bc655b11e05382ab82ffc9b35ac0a3950 100644 --- a/landing/lenses/372320.json +++ b/landing/lenses/372320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -340,13 +340,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -517,14 +517,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -644,10 +644,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -690,7 +690,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -710,8 +710,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -743,7 +743,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -768,7 +768,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -824,10 +824,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -843,10 +843,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -866,7 +866,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -874,7 +874,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1090,7 +1090,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,15 +1130,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/372800.json b/landing/lenses/372800.json index 674c84b4529909967a2d1371cad5ab137e07e552..4147a59af567cb2c305d6424e5199b32e6bc6e05 100644 --- a/landing/lenses/372800.json +++ b/landing/lenses/372800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,7 +785,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 111.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 122.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -953,8 +953,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -985,10 +985,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -998,7 +998,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1015,7 +1015,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1077,10 +1077,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1096,10 +1096,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,7 +1119,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/372910.json b/landing/lenses/372910.json index 40b71aab5382de635355b6031a5a01ad15937207..a2be79e8a0bce27886b36b1a8836313ff1cc50bf 100644 --- a/landing/lenses/372910.json +++ b/landing/lenses/372910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1394,7 +1394,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1416,7 +1416,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1434,8 +1434,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/373110.json b/landing/lenses/373110.json index 2da50d05a2d5ec8ccb1b22a6aff597bbc5a86f5a..29d459b11421ce65cd0a1f677c47b521312bd2fc 100644 --- a/landing/lenses/373110.json +++ b/landing/lenses/373110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,7 +577,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -596,7 +596,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 84.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 102.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -924,8 +924,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -944,8 +944,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -964,7 +964,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1051,10 +1051,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1074,7 +1074,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1082,7 +1082,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373160.json b/landing/lenses/373160.json index 22b504222903f6413374d951608138bce99828db..64a04dd31a56f242e3995319632a35f55f6ab435 100644 --- a/landing/lenses/373160.json +++ b/landing/lenses/373160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373170.json b/landing/lenses/373170.json index f7ac029b1d3793b23dff70691a2e6daa103d8d48..515ccd35f9af76cecb7deb77cbe79539b4c09400 100644 --- a/landing/lenses/373170.json +++ b/landing/lenses/373170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -717,7 +717,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -730,8 +730,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -750,8 +750,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -761,7 +761,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -770,7 +770,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -857,10 +857,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -889,7 +889,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373200.json b/landing/lenses/373200.json index 00555ac4e35e87a64a75ce4649d89d9ee98efc2f..a9fc53e5659af515e86c0b349724746cf701d3e5 100644 --- a/landing/lenses/373200.json +++ b/landing/lenses/373200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,7 +780,7 @@ "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 77.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 65.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -795,14 +795,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -917,19 +917,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -943,8 +943,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -956,7 +956,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -976,8 +976,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,17 +988,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1008,7 +1008,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1025,7 +1025,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1065,7 +1065,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1074,7 +1074,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,10 +1133,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1151,10 +1151,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373220.json b/landing/lenses/373220.json index cd3e267a17568f45ad0e872eb7b73fdaabfa9737..fb659f59b07c6779c451b82d912621c1d7ea0368 100644 --- a/landing/lenses/373220.json +++ b/landing/lenses/373220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -578,13 +578,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1007,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,10 +1224,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1242,10 +1242,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/375500.json b/landing/lenses/375500.json index d3c17812abc389f278c9d0bc6b92864114cb25df..ac68ca9344922a049ee1134881d1b4a8aee36dfa 100644 --- a/landing/lenses/375500.json +++ b/landing/lenses/375500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -992,10 +992,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1025,8 +1025,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1078,10 +1078,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1116,7 +1116,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376180.json b/landing/lenses/376180.json index 6dbcdff39e137e4a82c1b1efdbc89d33313f8b00..c426baf6e8244d088f277e88090cc629ac66cc66 100644 --- a/landing/lenses/376180.json +++ b/landing/lenses/376180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1008,7 +1008,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1021,7 +1021,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376270.json b/landing/lenses/376270.json index dabef1a27c3dda520af0619156127c0012850fee..1ef855e8366133926eb30a6ae33c5819dabe482f 100644 --- a/landing/lenses/376270.json +++ b/landing/lenses/376270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -940,7 +940,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -984,7 +984,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -993,7 +993,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1080,10 +1080,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1111,7 +1111,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376290.json b/landing/lenses/376290.json index 751e6e8145d1a8910e31e41f59ce42f1d28ff856..0b009f9fa4e27ed3b69c9089337e051c59c4a0c6 100644 --- a/landing/lenses/376290.json +++ b/landing/lenses/376290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -983,19 +983,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1016,8 +1016,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,17 +1062,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1141,7 +1141,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1150,7 +1150,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1385,88 +1385,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a4f5ef2950e5", - "target": "376290", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.48 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/376300.json b/landing/lenses/376300.json index 7288ad78f72b215ddd0d3e65c3bda96119fe5e2b..59557a741a5c972617660fb6e1b3e6bf255504fc 100644 --- a/landing/lenses/376300.json +++ b/landing/lenses/376300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1393,7 +1393,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1415,7 +1415,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1433,8 +1433,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/376900.json b/landing/lenses/376900.json index 5cff02a2bedc478f6b1e8ee4589475cff7958c07..0fbe549d4e205da020dcfbab4121b2098e425192 100644 --- a/landing/lenses/376900.json +++ b/landing/lenses/376900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 296.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 404.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -894,19 +894,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -927,8 +927,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -973,17 +973,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1052,7 +1052,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1061,7 +1061,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,88 +1303,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f87d2da38a61", - "target": "376900", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/376930.json b/landing/lenses/376930.json index e520a30a3da2194b58463a070603cafb3bdfd042..9ae99f9887c779640a57fe22c608f3ac6b6c22b1 100644 --- a/landing/lenses/376930.json +++ b/landing/lenses/376930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -781,7 +781,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 617.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 619.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -796,14 +796,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -923,10 +923,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-08-19", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-19", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1011,8 +1011,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-08-19", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-19", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376980.json b/landing/lenses/376980.json index f517bca483f30a0a4d76f9c1dd86d285773e2844..8e74407254102d0945d1cd4540892cce4c7122a2 100644 --- a/landing/lenses/376980.json +++ b/landing/lenses/376980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -844,7 +844,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1110,7 +1110,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1166,10 +1166,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1185,10 +1185,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377030.json b/landing/lenses/377030.json index 8f1958118578a1a30ffc2f6262fca1b748413b4b..1842ce00985a633afb4732718ccd411e75cf99a1 100644 --- a/landing/lenses/377030.json +++ b/landing/lenses/377030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,7 +779,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 87점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 902.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 907.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377190.json b/landing/lenses/377190.json index 3bb69415a97c3623953fb60c0ec9fcbb62b9ca9f..f8195662ff9769deba8e2eb95b9ec8c73640e58a 100644 --- a/landing/lenses/377190.json +++ b/landing/lenses/377190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -359,10 +359,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -391,8 +391,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -411,8 +411,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -431,7 +431,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -499,10 +499,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -545,10 +545,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -563,10 +563,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -577,7 +577,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -585,7 +585,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -601,7 +601,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377220.json b/landing/lenses/377220.json index dbdd370d459aee26832ec1fa173c82693fe3b01d..51ca2429917bc073c90771b475f4a54ad9eb3ebc 100644 --- a/landing/lenses/377220.json +++ b/landing/lenses/377220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "divergenceExplanation": [ "유동성 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 81.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 77.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -953,8 +953,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1006,10 +1006,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377300.json b/landing/lenses/377300.json index 898942cef7cd371c94bd52d474b866735d531610..4ad389e8219c1abfddcc0c31d6968caec1063068 100644 --- a/landing/lenses/377300.json +++ b/landing/lenses/377300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2022", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -645,14 +645,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -772,10 +772,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -818,7 +818,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -838,8 +838,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -860,8 +860,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -896,7 +896,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -952,10 +952,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -971,10 +971,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -994,7 +994,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1002,7 +1002,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377330.json b/landing/lenses/377330.json index a9f3beec39e3d12e70eeb369c947762a4155bed3..3383856c27c80a2b4bf1598de21027fde440bc93 100644 --- a/landing/lenses/377330.json +++ b/landing/lenses/377330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -781,7 +781,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 15.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 13.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -796,14 +796,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -923,10 +923,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1011,8 +1011,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1355,7 +1355,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1373,8 +1373,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/377450.json b/landing/lenses/377450.json index f2ac4747175e92a6293711de738719bb7ecf6ab7..6516e84b16c84b70a69a8c29a5cd1947bc1e1337 100644 --- a/landing/lenses/377450.json +++ b/landing/lenses/377450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1054,7 +1054,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1122,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1141,10 +1141,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1164,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377460.json b/landing/lenses/377460.json index 1be1cef866aa19dfa6c90ebe200c3bae52cdabf4..1216f7269dc274951b2a9558d5f49d7888a19ba7 100644 --- a/landing/lenses/377460.json +++ b/landing/lenses/377460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -958,7 +958,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1092,10 +1092,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377480.json b/landing/lenses/377480.json index e21374a99329914c3038083284c133fdffbf7927..cdd9c8287a764b1069c33def393888ba8993ff3b 100644 --- a/landing/lenses/377480.json +++ b/landing/lenses/377480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -953,8 +953,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1006,10 +1006,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377740.json b/landing/lenses/377740.json index 3b746e6d6f6ed7f4e8dae2a4f6e46d8edafe91c9..f5856af3cf276d18f09f59405c5ddf99de0fcdf3 100644 --- a/landing/lenses/377740.json +++ b/landing/lenses/377740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/378340.json b/landing/lenses/378340.json index 0ae8293c273d6989cb6df1380d72a4fb36435d74..55c4f209785fb6e36a020738177846b769492176 100644 --- a/landing/lenses/378340.json +++ b/landing/lenses/378340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -492,18 +492,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 24.39, 전망 안정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 26.64, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,14 +687,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 24.39, + "score": 26.64, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 24.85, + "grade": "dCR-BBB", + "score": 27.18, "assumptions": { "scenarioStress": "moderate" } @@ -710,6 +710,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -757,7 +762,7 @@ "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 9.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -772,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -899,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -945,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -987,8 +992,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1023,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1079,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1129,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1321,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1338,7 +1343,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1356,8 +1361,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/378800.json b/landing/lenses/378800.json index d1bea7b1f31d58bdae5ea3c18c4aa37c1c4e566d..e9cdec05bdce6c46ee8ae139c50655ca550ab3ec 100644 --- a/landing/lenses/378800.json +++ b/landing/lenses/378800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -107,7 +107,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -129,7 +129,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -150,7 +150,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -172,7 +172,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -425,13 +425,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -747,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-09-03", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -793,7 +793,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -813,7 +813,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-09-03", "period": "2025", "status": "derived", @@ -835,7 +835,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-09-03", "period": "2025", "status": "observed", @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -946,10 +946,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -969,7 +969,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -977,7 +977,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/378850.json b/landing/lenses/378850.json index d3611f1e4ec2a5f4204bf64a20420a11bc75a97c..f281b2533260e49b7a93a6817540be1f76547eca 100644 --- a/landing/lenses/378850.json +++ b/landing/lenses/378850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,7 +857,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 60점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 6.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1032,8 +1032,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,10 +1085,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/380540.json b/landing/lenses/380540.json index d0949eb66434242ae344ce6946472747a4900caf..bab84c1e0175034a39db0f624c11d8a6fe5bb845 100644 --- a/landing/lenses/380540.json +++ b/landing/lenses/380540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -498,18 +498,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 47.40, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 49.25, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -693,15 +693,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 47.4, + "grade": "dCR-B+", + "score": 49.25, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 48.33, + "score": 50.41, "assumptions": { "scenarioStress": "moderate" } @@ -717,11 +717,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -765,12 +760,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.1점 하향 (PD 24.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -785,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -912,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-21", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -958,7 +953,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -978,7 +973,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-21", "period": "2025", "status": "derived", @@ -1000,7 +995,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-21", "period": "2025", "status": "observed", @@ -1092,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1111,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1134,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1142,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/380550.json b/landing/lenses/380550.json index 36e75a46f11dd003ef433ca50dd3ad0f664ab1df..fc4f14ee227380d3ea9fdd2bdee4269cc5cf0d85 100644 --- a/landing/lenses/380550.json +++ b/landing/lenses/380550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -687,10 +687,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -705,10 +705,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/381620.json b/landing/lenses/381620.json index 500fbda7b76079812b132a36325a415b7e8e0c05..fdcb8ed0c008651ad2c03fa9420671c7f0f3799a 100644 --- a/landing/lenses/381620.json +++ b/landing/lenses/381620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/381970.json b/landing/lenses/381970.json index 9c1037baed5c65c728f9feb51daef5d9cc7b52b3..8e43b148e20c43040a3b78b270be249105317b2a 100644 --- a/landing/lenses/381970.json +++ b/landing/lenses/381970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -845,7 +845,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 56.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 55.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1037,10 +1037,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382150.json b/landing/lenses/382150.json index 9c8ff6058b584a223485e7bd09842a0fb0492d48..2c238f6618781e225c25f0c8c3029922f2879a3d 100644 --- a/landing/lenses/382150.json +++ b/landing/lenses/382150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -136,7 +136,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -156,7 +156,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -383,13 +383,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -560,14 +560,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -687,10 +687,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -720,7 +720,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -733,7 +733,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -753,8 +753,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -775,8 +775,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -786,7 +786,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -811,7 +811,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -867,10 +867,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -886,10 +886,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -909,7 +909,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -917,7 +917,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382480.json b/landing/lenses/382480.json index 07c97274461dd066396287b6f7cdac5d58e36a07..4795b9d76f129e9016ed0a5e6c241d74e538ce5d 100644 --- a/landing/lenses/382480.json +++ b/landing/lenses/382480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -998,10 +998,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1197,10 +1197,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382800.json b/landing/lenses/382800.json index d92d6ad52d09a8d0933403fdc427d90499ec8380..abb21b146f05ae722e3043c82cbea5029cad54dc 100644 --- a/landing/lenses/382800.json +++ b/landing/lenses/382800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382840.json b/landing/lenses/382840.json index 104db60932581d82e1ea604ea7245731ec91f869..86e242dca215bda3f64e0e9d735608d0b50644c8 100644 --- a/landing/lenses/382840.json +++ b/landing/lenses/382840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,7 +843,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 155.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 156.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -985,15 +985,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1018,8 +1018,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,17 +1064,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1143,7 +1143,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1152,7 +1152,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1165,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1184,10 +1184,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1387,12 +1387,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8842594c24bf", + "target": "382840", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.56 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/382900.json b/landing/lenses/382900.json index 42a807823c1b50831601b74030ea93c9458bfa8b..b7a6474c533b975e1c4c8b84d859ab1ddc85fc7e 100644 --- a/landing/lenses/382900.json +++ b/landing/lenses/382900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.35%). 최근 주가 하락이 반영된 결과", "D/EBITDA 143.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -971,10 +971,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1004,8 +1004,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,10 +1057,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1070,7 +1070,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1095,7 +1095,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1151,10 +1151,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1170,10 +1170,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383220.json b/landing/lenses/383220.json index d92c26e55da14b95633f5527220a665b8348eb96..2af463e108e7bb36d1b755eb049e49ced5886303 100644 --- a/landing/lenses/383220.json +++ b/landing/lenses/383220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1017,8 +1017,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,10 +1070,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383310.json b/landing/lenses/383310.json index e5c38f6de35e7d476450be042d5de062fa83ea59..3bf640f756e57b41f8786a3752318ce73448c5d5 100644 --- a/landing/lenses/383310.json +++ b/landing/lenses/383310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,7 +849,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 5.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 5.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -864,14 +864,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -991,10 +991,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,10 +1208,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1226,10 +1226,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383800.json b/landing/lenses/383800.json index 6650f04bd86e93daf611b58781c23b9b7c99fa67..a2c422645fe85e0841a9f1850fe96fa3db189f05 100644 --- a/landing/lenses/383800.json +++ b/landing/lenses/383800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -708,14 +708,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -868,8 +868,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -881,7 +881,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -901,8 +901,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -921,10 +921,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -934,7 +934,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -959,7 +959,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1057,7 +1057,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1065,7 +1065,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383930.json b/landing/lenses/383930.json index 09528623358abd823a3446b58b2bf59f58dc1b99..ea20c322c3a5a0e26e8b9ff5b1b04bbdfe97c330 100644 --- a/landing/lenses/383930.json +++ b/landing/lenses/383930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 113.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 111.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -735,7 +735,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -779,7 +779,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/384470.json b/landing/lenses/384470.json index 24c0e64dedd066be55befab7c1e20466fdfc7dad..f028644b5b9fa985ce1074f72a76ecc3ccebe4aa 100644 --- a/landing/lenses/384470.json +++ b/landing/lenses/384470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -680,14 +680,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -807,10 +807,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -840,7 +840,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -853,7 +853,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -873,8 +873,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -895,8 +895,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -906,7 +906,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -931,7 +931,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1006,10 +1006,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1029,7 +1029,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1037,7 +1037,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/387570.json b/landing/lenses/387570.json index 39ef85b10dd843ce1bd9eb844923c09d1bc3819a..a27ccb33a04faea9fc300c8b94791edef67a41c7 100644 --- a/landing/lenses/387570.json +++ b/landing/lenses/387570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/387690.json b/landing/lenses/387690.json index a347434281bd1c0d045342614f2a2da252f8ea86..c7c2ed0005a4a8437c8870e284f094f324244c62 100644 --- a/landing/lenses/387690.json +++ b/landing/lenses/387690.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/388050.json b/landing/lenses/388050.json index a47046f1c1658cc3351fc348f1ec5d8099e865fc..0add1effe4616f4e88682ae991178face9684372 100644 --- a/landing/lenses/388050.json +++ b/landing/lenses/388050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388210.json b/landing/lenses/388210.json index 7b4cf2fc2884021a9f1c6f41b60ac24e6c2d8eeb..b45344c10c651b16696a1da67abe3297d4c71606 100644 --- a/landing/lenses/388210.json +++ b/landing/lenses/388210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388610.json b/landing/lenses/388610.json index 6bd459cb4fe6fe60bdad279fd576f3c6c3a47676..20f6ebb3f73f0ce574ee8b43925b6f71ff3ce7e2 100644 --- a/landing/lenses/388610.json +++ b/landing/lenses/388610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -721,10 +721,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388720.json b/landing/lenses/388720.json index e2e258c267f0c2cfaff850e8852d93ccae093c5b..4a030df5af1cd230d7af020c2970311a233f06ec 100644 --- a/landing/lenses/388720.json +++ b/landing/lenses/388720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -779,7 +779,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -921,15 +921,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", @@ -947,8 +947,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,17 +992,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1069,7 +1069,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1078,7 +1078,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1091,10 +1091,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1110,10 +1110,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388790.json b/landing/lenses/388790.json index 0b2c1a1e7c6f5a1b14c2828752efbbb7ccabac00..9ad07fc93649cd79d4285c3dce9da72ed9f7104d 100644 --- a/landing/lenses/388790.json +++ b/landing/lenses/388790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,13 +310,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -378,7 +378,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -397,7 +397,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -416,7 +416,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -435,7 +435,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -575,7 +575,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -736,8 +736,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -749,8 +749,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -767,10 +767,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -780,7 +780,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -789,7 +789,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -876,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388870.json b/landing/lenses/388870.json index c44638f86af5076580d2342e0cdc119f9a12cfc4..b5b0980a41448998f048632be090a8e54f81af0a 100644 --- a/landing/lenses/388870.json +++ b/landing/lenses/388870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -340,13 +340,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -528,14 +528,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -655,10 +655,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -688,8 +688,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -701,7 +701,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -721,8 +721,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -741,10 +741,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -754,7 +754,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -779,7 +779,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -854,10 +854,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -877,7 +877,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389020.json b/landing/lenses/389020.json index 1f70350df6ed74515f8ebf701e87f2e9ad79dff2..901e0a371f9da3a37441a269a122de29b9dc1345 100644 --- a/landing/lenses/389020.json +++ b/landing/lenses/389020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -504,14 +504,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -631,10 +631,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -650,8 +650,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -663,8 +663,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -681,10 +681,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -694,7 +694,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -703,7 +703,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -771,10 +771,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -790,10 +790,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -817,10 +817,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -839,7 +839,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -855,7 +855,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389030.json b/landing/lenses/389030.json index b7f1498a8781e10abbd844921808191b179e6798..ad65db2abd29f2f3bae6ba563d46c259cca2e352 100644 --- a/landing/lenses/389030.json +++ b/landing/lenses/389030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,7 +779,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -954,7 +954,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389140.json b/landing/lenses/389140.json index def064a46872bbba6c02428948c44e9d1e0bec36..0760618ad563799366931373acca4c0cb9ba27b9 100644 --- a/landing/lenses/389140.json +++ b/landing/lenses/389140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -771,7 +771,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 18.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 19.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -913,15 +913,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", @@ -939,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -984,17 +984,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389260.json b/landing/lenses/389260.json index bf9ef4fd2a1809d75fc161d42d54c3e2a3cefbd2..3fe8ee3debd422ba5aec5fe62f33fa668a89effe 100644 --- a/landing/lenses/389260.json +++ b/landing/lenses/389260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 9.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 9.39%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1003,8 +1003,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,10 +1056,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,10 +1187,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389470.json b/landing/lenses/389470.json index 80a270eddafc47b2fca70c43970512384c65e491..345da07b9abd680cafa5f937ad1321264b416f8d 100644 --- a/landing/lenses/389470.json +++ b/landing/lenses/389470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -500,18 +500,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 26.98, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 29.23, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,15 +694,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 26.98, + "grade": "dCR-BBB-", + "score": 29.23, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 27.33, + "score": 29.53, "assumptions": { "scenarioStress": "moderate" } @@ -718,11 +718,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -766,7 +761,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-6", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", @@ -785,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -912,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -944,8 +939,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -964,8 +959,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -984,7 +979,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1052,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1071,10 +1066,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1094,7 +1089,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1102,7 +1097,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389500.json b/landing/lenses/389500.json index 2117b1c55b5fe422328ed7d307861ec9230ad5c3..3ef105ecf76a87955f54a698dd898c962e1b3d00 100644 --- a/landing/lenses/389500.json +++ b/landing/lenses/389500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -91,7 +91,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -117,7 +117,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -317,13 +317,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -511,14 +511,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -638,10 +638,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -657,8 +657,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -670,8 +670,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -688,10 +688,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -710,7 +710,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -778,10 +778,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -797,10 +797,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -828,7 +828,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389650.json b/landing/lenses/389650.json index 78761b1b882b533cf6716a4d534a516fb6a8d291..3909f3c8973ea671f00050f17bf5d278dfb795e6 100644 --- a/landing/lenses/389650.json +++ b/landing/lenses/389650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389680.json b/landing/lenses/389680.json index ec60f4a5cb7a55545c8592370f56f6ae62bc5d67..fbf93bc09a955e7f7cfb0c427be5187835a498e8 100644 --- a/landing/lenses/389680.json +++ b/landing/lenses/389680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -721,10 +721,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/391710.json b/landing/lenses/391710.json index 51d213b906d24a131b9ea95bad8de3c8c0712be3..15e3d784cf0789e00d69cd5b5b2a3e5a4fb08f0b 100644 --- a/landing/lenses/391710.json +++ b/landing/lenses/391710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -306,13 +306,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -374,7 +374,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -393,7 +393,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -412,7 +412,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -431,7 +431,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -586,14 +586,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -713,10 +713,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -732,7 +732,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -745,8 +745,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -765,8 +765,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -776,7 +776,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -785,7 +785,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -853,10 +853,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -872,10 +872,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -895,7 +895,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -903,7 +903,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/393210.json b/landing/lenses/393210.json index 423fc541982a5a1a0aba85afb86b370f91ba3545..f45776b01930157235f245ff1c6a3c3945d25436 100644 --- a/landing/lenses/393210.json +++ b/landing/lenses/393210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -762,7 +762,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -937,7 +937,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1343,7 +1343,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1361,15 +1361,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/393890.json b/landing/lenses/393890.json index ab296889b2de1070d65b19d4370a60e6c2912dec..581f313fe3c080fa54146f3664983d6ad48fcf29 100644 --- a/landing/lenses/393890.json +++ b/landing/lenses/393890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1130,10 +1130,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1408,7 +1408,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1430,7 +1430,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1448,8 +1448,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/393970.json b/landing/lenses/393970.json index d23da6d13293005dda34c067e4b0ffd0f23234a0..7d9171ec4284ce9d86511607beeb1074ad33ab1c 100644 --- a/landing/lenses/393970.json +++ b/landing/lenses/393970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -463,14 +463,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -590,10 +590,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-06", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -622,7 +622,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-06", "period": null, "status": "derived", @@ -642,7 +642,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-06", "period": null, "status": "observed", @@ -730,10 +730,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -767,10 +767,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -785,10 +785,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -807,7 +807,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -815,7 +815,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/394280.json b/landing/lenses/394280.json index 32f6578b9d69999ad3a9067f9c4492a751eea067..5e877e3ce1309ed9560579eecd9e4ed426c21d07 100644 --- a/landing/lenses/394280.json +++ b/landing/lenses/394280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,7 +764,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 42.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -994,8 +994,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1030,7 +1030,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/394420.json b/landing/lenses/394420.json index 2dccb255414da7aa2f70dc10a3eea2ca1b7302d0..46a0be5f7bc04d1c5c6700d863a29e3689680e90 100644 --- a/landing/lenses/394420.json +++ b/landing/lenses/394420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/394800.json b/landing/lenses/394800.json index 8cfc57f6ce62112ab5b2e415bd1bcc7580e488a5..191a1ad62f5c830f5b761ce8b2cdcc88ca4163fb 100644 --- a/landing/lenses/394800.json +++ b/landing/lenses/394800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/395400.json b/landing/lenses/395400.json index b5f7ab02ced3dfaeafed307e9de47ef96857efb6..64ef0ce18098b36cfd4613f5fe6d2ebc47298472 100644 --- a/landing/lenses/395400.json +++ b/landing/lenses/395400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -61,7 +61,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 166.99, + "value": 165.5, "unit": "%", "direction": "neutral", "scoreContribution": 0, @@ -212,7 +212,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 166.99, + "value": 165.5, "unit": "%", "direction": "neutral", "scoreContribution": 0, @@ -235,14 +235,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -357,10 +357,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -389,8 +389,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -409,8 +409,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -429,7 +429,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -497,10 +497,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -516,10 +516,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -543,10 +543,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -561,10 +561,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -575,7 +575,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396270.json b/landing/lenses/396270.json index 1c7c6264388bc39a54a4d2b0a864ed0314e1ac55..c48bac1cd57c91c5652c98e71d4a3f15b4023bc6 100644 --- a/landing/lenses/396270.json +++ b/landing/lenses/396270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -306,13 +306,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -501,14 +501,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -647,8 +647,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -660,8 +660,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -678,10 +678,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -691,7 +691,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -700,7 +700,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -768,10 +768,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -787,10 +787,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -805,10 +805,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -823,10 +823,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -837,7 +837,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -845,7 +845,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -853,7 +853,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -869,7 +869,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396300.json b/landing/lenses/396300.json index 8b4560e91f46d9f17d4008c2c3cdf27eab4d39a5..f77dd265743f9b375800587539f70f336f232dcd 100644 --- a/landing/lenses/396300.json +++ b/landing/lenses/396300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -571,18 +571,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 12.47, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 14.88, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -766,14 +766,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 12.47, + "score": 14.88, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 13.74, + "grade": "dCR-A", + "score": 16.22, "assumptions": { "scenarioStress": "moderate" } @@ -789,6 +789,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -843,12 +848,12 @@ "totalNotch": 1, "reasons": [ "CAPEX집약 OCF양수 (투자 사이클)" - ], - "monotonicGate": "A+" + ] }, "divergenceExplanation": [ "현금흐름 축이 38점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -863,14 +868,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -990,10 +995,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1022,8 +1027,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1042,8 +1047,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1067,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1135,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1149,10 +1154,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396470.json b/landing/lenses/396470.json index 6c72760e51bdf068bab9041954be08cbf30eae4d..643d95addca5d01959b0f1e48946ca2219e7283b 100644 --- a/landing/lenses/396470.json +++ b/landing/lenses/396470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -236,7 +236,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -914,19 +914,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -947,8 +947,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,17 +993,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1013,7 +1013,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1066,13 +1066,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1081,7 +1081,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396690.json b/landing/lenses/396690.json index 3d4f7eb2ba748568b8b26b5cb6f953b79e8cc93e..b80f058ecfa64cf606e5ea1fffbc8e098425dc63 100644 --- a/landing/lenses/396690.json +++ b/landing/lenses/396690.json @@ -20,14 +20,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -142,10 +142,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -161,7 +161,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -174,8 +174,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -194,8 +194,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -205,7 +205,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -214,7 +214,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -282,10 +282,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -301,10 +301,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -328,10 +328,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -346,10 +346,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -360,7 +360,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -368,7 +368,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -384,7 +384,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -400,7 +400,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/397030.json b/landing/lenses/397030.json index 1b000074767c1dad4334d08d409b502ec2a68ca7..1056a9689429f876bf589458bb97b0945f89cb5e 100644 --- a/landing/lenses/397030.json +++ b/landing/lenses/397030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -502,14 +502,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -629,10 +629,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -661,8 +661,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -681,8 +681,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -769,10 +769,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -788,10 +788,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -811,7 +811,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -819,7 +819,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/397810.json b/landing/lenses/397810.json index 344d357238abc7dd5c0d61c9fb62dc711b72e095..121f4eaf24894710283e3c86506668b9e20500a7 100644 --- a/landing/lenses/397810.json +++ b/landing/lenses/397810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/398120.json b/landing/lenses/398120.json index 210e84e5f76d3850cf30e138dd10e621fa57fb99..11addbcea2d0a61417485c29151c780bad7be21b 100644 --- a/landing/lenses/398120.json +++ b/landing/lenses/398120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -467,14 +467,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -594,10 +594,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -626,8 +626,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -646,8 +646,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -666,7 +666,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -734,10 +734,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -753,10 +753,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/399720.json b/landing/lenses/399720.json index 1edc2c1315c0bbfd01a0bcbb3293e7c842e6ef0a..d2a32c120a2a6b1112258c660cd6a13b211e0722 100644 --- a/landing/lenses/399720.json +++ b/landing/lenses/399720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -558,13 +558,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,7 +683,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/400760.json b/landing/lenses/400760.json index 05d3fd08eb4c264e26b5fe8476d52b8363aadf64..cc80556a88d5d65cfc39428f4350880f7843ecbe 100644 --- a/landing/lenses/400760.json +++ b/landing/lenses/400760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -63,7 +63,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 373.77, + "value": 379.95, "unit": "%", "direction": "negative", "scoreContribution": -1, @@ -214,7 +214,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 373.77, + "value": 379.95, "unit": "%", "direction": "negative", "scoreContribution": -1, @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -351,176 +351,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "400760", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "knowledgeBoundary": "2026-09-06" - }, - "status": "partial", - "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." - }, - "confidence": { - "level": "medium", - "score": 73.3, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": 1.0, - "direction": "positive", - "sourceRef": "fundamental.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": -0.25, - "direction": "negative", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 1.0 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "underReaction" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.25 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-04", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "underReaction" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -531,10 +361,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -550,10 +380,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +407,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +425,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +439,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +447,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +463,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +479,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -822,7 +652,7 @@ } }, "statusCounts": { - "partial": 3, + "partial": 2, "blocked": 1 }, "gaps": [ @@ -923,18 +753,9 @@ "engine": "industry" }, { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise", - "engine": "quant" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "ValueError: lens product claim dataAsOf 는 knowledgeBoundary 이후일 수 없습니다." }, { "id": "macro.company.sectorKey", @@ -994,7 +815,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/402030.json b/landing/lenses/402030.json index a1cf7053551fc22404daf4efdd2c9d27d3a2c0ee..c189e35f33e2ebb182b237cacc8a6008e96d643d 100644 --- a/landing/lenses/402030.json +++ b/landing/lenses/402030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 46.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 53.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/402340.json b/landing/lenses/402340.json index d49e90e8d453bca2801299e97c5284d45b0daf70..a0960c6bebe9ce262fd350cfbe81d4d074134868 100644 --- a/landing/lenses/402340.json +++ b/landing/lenses/402340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -824,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -951,19 +951,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -984,8 +984,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1030,17 +1030,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1109,7 +1109,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1118,7 +1118,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1360,88 +1360,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:179bcca7e4df", - "target": "402340", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.955 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/402490.json b/landing/lenses/402490.json index f41eccdebd62eebbf0a4759e04a571916f483de1..ce394f9b144c640b8f32533abffc1c4758f273b9 100644 --- a/landing/lenses/402490.json +++ b/landing/lenses/402490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -549,18 +549,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 43.97, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 43.18, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,14 +744,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 43.97, + "score": 43.18, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 45.51, + "score": 44.41, "assumptions": { "scenarioStress": "moderate" } @@ -809,7 +809,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 22.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -824,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -951,10 +951,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1368,7 +1368,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1390,7 +1390,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1408,8 +1408,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/403360.json b/landing/lenses/403360.json index 5029b77ef859b488b526730f6ee3c09049febd36..d75345235aa8007f6f3fac2a633384b1af73ea63 100644 --- a/landing/lenses/403360.json +++ b/landing/lenses/403360.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/403490.json b/landing/lenses/403490.json index 933493cabef38ff80710449863ed53e34613ae91..b6f8cd139866d696f36dd1975d4fdb625a3b21b5 100644 --- a/landing/lenses/403490.json +++ b/landing/lenses/403490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,7 +577,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -596,7 +596,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -760,7 +760,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -935,7 +935,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,10 +1128,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/403550.json b/landing/lenses/403550.json index 9239cb59da819f223cee27f49c6b5d7a890a4728..2aae9d62c7b59b0d22751fd589cf172c02cd1c4a 100644 --- a/landing/lenses/403550.json +++ b/landing/lenses/403550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -906,15 +906,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", @@ -932,8 +932,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -977,17 +977,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -997,7 +997,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1014,7 +1014,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1048,13 +1048,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1063,7 +1063,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1076,10 +1076,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1095,10 +1095,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,7 +1118,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/403850.json b/landing/lenses/403850.json index cf18ee8c596700fe97b7a26c906440da8eed5363..318e34ccc6bdea1aa5f7d6a4847f1dfb83388785 100644 --- a/landing/lenses/403850.json +++ b/landing/lenses/403850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -983,7 +983,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/403870.json b/landing/lenses/403870.json index 8a1ab541dd6c31be5bb74f96d25822a6b83de21c..ad44d546c499280a545944fb6ce64b888f7cc49a 100644 --- a/landing/lenses/403870.json +++ b/landing/lenses/403870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -714,10 +714,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -786,7 +786,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -854,10 +854,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -873,10 +873,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -900,10 +900,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -914,7 +914,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -938,7 +938,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/404990.json b/landing/lenses/404990.json index 66054d4a17c63068b168076efb496b81f4ea22fd..e250ec3d96eb1d1463aacc4bf2299a25a70a3120 100644 --- a/landing/lenses/404990.json +++ b/landing/lenses/404990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -359,10 +359,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -378,10 +378,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -405,10 +405,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -423,10 +423,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -437,7 +437,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -445,7 +445,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -461,7 +461,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -477,7 +477,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/405000.json b/landing/lenses/405000.json index 0b1a513db9e967caeebd98550eae6960d7a8ff0e..4e22af1b42124ca27b824b401f82485959712028 100644 --- a/landing/lenses/405000.json +++ b/landing/lenses/405000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 339.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 381.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1339,7 +1339,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1357,15 +1357,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/405100.json b/landing/lenses/405100.json index 46beddb87c1f4c965960c4b54c8c6e0638eb4e6b..e79ac6a2df4a8d1d678e73ba46d1426549741351 100644 --- a/landing/lenses/405100.json +++ b/landing/lenses/405100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/405920.json b/landing/lenses/405920.json index 490d72f955b38b2007e7bb9aeb30e2264dc28c84..db6e8a2035beff7050a32a6114e12038133163e8 100644 --- a/landing/lenses/405920.json +++ b/landing/lenses/405920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.91%). 최근 주가 하락이 반영된 결과", "D/EBITDA 35.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -941,7 +941,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/406820.json b/landing/lenses/406820.json index 39d63628c761e7ece49f6f9655911df86779b5df..0c00b8844be389dc74488d0bccac01b0fd8a331e 100644 --- a/landing/lenses/406820.json +++ b/landing/lenses/406820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 60.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 58.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -925,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -978,10 +978,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/407400.json b/landing/lenses/407400.json index 3721d6eab9293b49a7426470e01ced8a9035c479..36625e97f40cbc1fd7bd9e0c5ffaaa6dd0e4d8c1 100644 --- a/landing/lenses/407400.json +++ b/landing/lenses/407400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1339,7 +1339,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1357,8 +1357,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/408470.json b/landing/lenses/408470.json index a864788c4bc090fe31932fbf1ba4999dbe544caa..6bd1c8b72f2c75d637ec605781730892b9201599 100644 --- a/landing/lenses/408470.json +++ b/landing/lenses/408470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -345,14 +345,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -472,10 +472,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -504,8 +504,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -524,8 +524,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -544,7 +544,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -612,10 +612,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -631,10 +631,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -654,7 +654,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -662,7 +662,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/408900.json b/landing/lenses/408900.json index def7d467943864ba594f9534ed856f518b69e96e..3a32dafb04b6766251a3a2d386203cb588be96bd 100644 --- a/landing/lenses/408900.json +++ b/landing/lenses/408900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -696,14 +696,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -823,15 +823,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -856,8 +856,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -869,7 +869,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -902,17 +902,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -922,7 +922,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -947,7 +947,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -981,7 +981,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -990,7 +990,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1003,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1022,10 +1022,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1045,7 +1045,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1053,7 +1053,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,88 +1233,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ba7f4461afa4", - "target": "408900", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.628 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/408920.json b/landing/lenses/408920.json index 50309a53e9c60160d3e38dda3909e7ed64e2edf0..6c2753f0033522233dbbcbddbd283ae94103e043 100644 --- a/landing/lenses/408920.json +++ b/landing/lenses/408920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -967,19 +967,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,17 +1046,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1125,7 +1125,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1134,7 +1134,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1369,12 +1369,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:66232aff94ad", + "target": "408920", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.79 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/411080.json b/landing/lenses/411080.json index 8a0ded68191d8f267099ceec5ee51ad2c6207ba7..acc4931536e9d732d8a461d09170f13e3be6716b 100644 --- a/landing/lenses/411080.json +++ b/landing/lenses/411080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -106,7 +106,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -128,7 +128,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -149,7 +149,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -431,13 +431,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,7 +702,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -717,14 +717,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -844,10 +844,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -863,8 +863,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -876,8 +876,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -894,10 +894,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -907,7 +907,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -916,7 +916,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1003,10 +1003,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1026,7 +1026,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1034,7 +1034,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/412350.json b/landing/lenses/412350.json index d79b63ef124bfafcb9c0c2fb89b8179111532c39..74391a09be434cf0f462e1685d482d5f207de31c 100644 --- a/landing/lenses/412350.json +++ b/landing/lenses/412350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,7 +764,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 10.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 17.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -994,8 +994,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1005,7 +1005,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1030,7 +1030,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1338,7 +1338,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1356,15 +1356,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/412540.json b/landing/lenses/412540.json index 04db026158bb8adff4688879034c2f24822d37cd..ddf600395fb0d4e2b4598fcbc0577b87df0f8b50 100644 --- a/landing/lenses/412540.json +++ b/landing/lenses/412540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -574,14 +574,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -701,10 +701,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,7 +760,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2025", "status": "derived", @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/413390.json b/landing/lenses/413390.json index 0cf1aaa05ca0529f525a5860fb285b462467f222..26bcf9ff2ce7de9c90bf04543919ef93c6121411 100644 --- a/landing/lenses/413390.json +++ b/landing/lenses/413390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/413630.json b/landing/lenses/413630.json index b995f3bf89ca9f0c98578e4221ac1bd48d5e44b5..dcb841683040c2aa1d0682f964d28a986d17effb 100644 --- a/landing/lenses/413630.json +++ b/landing/lenses/413630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1366,7 +1366,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1388,7 +1388,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1406,8 +1406,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/413640.json b/landing/lenses/413640.json index 8206f0c30fd8a02b29838ce60cbbc8534d398571..3ec69035d665d9a1cf4b3315a933fe1273e8a1a8 100644 --- a/landing/lenses/413640.json +++ b/landing/lenses/413640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/415380.json b/landing/lenses/415380.json index 4112710fa88832028c347981117802ddce22b3ac..94eb3ee57c2941bb49ddcd31f341f918ffbb903c 100644 --- a/landing/lenses/415380.json +++ b/landing/lenses/415380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -565,7 +565,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/415640.json b/landing/lenses/415640.json index 1893b98183ab7fa47ac181db0517dda5f3481211..6c9538aa41a13faf5219fd0c60102a595778d7c6 100644 --- a/landing/lenses/415640.json +++ b/landing/lenses/415640.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/416180.json b/landing/lenses/416180.json index 29904c38f557f4d504cd1a99963f1bf27bc9ddc9..3dda76951b6e93e713f3ed14debc098d879e8685 100644 --- a/landing/lenses/416180.json +++ b/landing/lenses/416180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,7 +816,7 @@ "divergenceExplanation": [ "현금흐름 축이 73점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.17%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -960,10 +960,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -993,7 +993,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1377,7 +1377,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1399,7 +1399,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1417,15 +1417,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/417010.json b/landing/lenses/417010.json index 91b7b46ef1f8b274fb3fffc7f88cd4249da7b6db..83b574e40ba12ae6452db7d323efa7a05a36aafa 100644 --- a/landing/lenses/417010.json +++ b/landing/lenses/417010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -498,18 +498,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 47.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 48.99, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -693,15 +693,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 47.58, + "grade": "dCR-B+", + "score": 48.99, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 48.36, + "score": 49.66, "assumptions": { "scenarioStress": "moderate" } @@ -717,11 +717,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -765,7 +760,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", @@ -785,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -912,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -945,7 +940,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -958,7 +953,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -978,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,8 +995,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1036,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1092,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1111,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,10 +1124,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1147,10 +1142,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1161,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1169,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1177,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1193,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417030.json b/landing/lenses/417030.json index 83869e1e91f40adb6134dddb34183fb70140f7d4..b3c1d9ca6fe73a8c82c3ace2cdcb3bfa2ad91b93 100644 --- a/landing/lenses/417030.json +++ b/landing/lenses/417030.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/417180.json b/landing/lenses/417180.json index 6d111c3348f28f2e1f5f348640b2b3d1a7272be0..a2e4b2a2b3784176b0463716f4f5288e9ca782f2 100644 --- a/landing/lenses/417180.json +++ b/landing/lenses/417180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -714,10 +714,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -733,8 +733,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -764,10 +764,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -777,7 +777,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -786,7 +786,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -854,10 +854,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -873,10 +873,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -896,7 +896,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -904,7 +904,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417200.json b/landing/lenses/417200.json index 6bc83c60ebaff9ad35788f0e379771a62a721e10..021cd1f175e390660e93197bd5b0ca11f52f4259 100644 --- a/landing/lenses/417200.json +++ b/landing/lenses/417200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -899,10 +899,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1023,7 +1023,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1079,10 +1079,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,10 +1098,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417500.json b/landing/lenses/417500.json index e3a5a2fe2ec071acceb991cc6fa22a683e654368..53646f00a2e36cb40b8f0c69317b8d4a24458f8e 100644 --- a/landing/lenses/417500.json +++ b/landing/lenses/417500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,10 +1055,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417790.json b/landing/lenses/417790.json index 984958c01e5b3652f45fcef6eaab6b0f1595672a..d90483264cfbc284193b96f3b813dc68ad37d87a 100644 --- a/landing/lenses/417790.json +++ b/landing/lenses/417790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417840.json b/landing/lenses/417840.json index 4b8fa438f214d3e6fd2cacb393d6da37120044d0..3e753c9f0290f5f3fb5891c58a434681450856e5 100644 --- a/landing/lenses/417840.json +++ b/landing/lenses/417840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -976,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1175,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417860.json b/landing/lenses/417860.json index a6e9998d724999564724d0e512942fc92c4dd2a4..16b5ed87109c8fc876ccb7cb90fcbea33e8a4f88 100644 --- a/landing/lenses/417860.json +++ b/landing/lenses/417860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -588,14 +588,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -715,10 +715,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -747,8 +747,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -767,8 +767,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -787,7 +787,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -855,10 +855,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -874,10 +874,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -905,7 +905,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417970.json b/landing/lenses/417970.json index 48c59f90424eb26e7ecbe58f8aef429e1f1401c5..a99149483b704408b35960cc51dc1b9e791d400c 100644 --- a/landing/lenses/417970.json +++ b/landing/lenses/417970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -825,7 +825,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418250.json b/landing/lenses/418250.json index 47fdf65364ed294c1be455102c99328182791bec..440b298eff88d8ad28673ee7c79abb4cd2fb22da 100644 --- a/landing/lenses/418250.json +++ b/landing/lenses/418250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -555,14 +555,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -682,10 +682,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -770,10 +770,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -789,10 +789,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -812,7 +812,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418420.json b/landing/lenses/418420.json index 034117d0ad2f99193f1865c664452ebc3b4b1e9f..a9ad7e9fdd907f039d11d7a9415f9b778413576a 100644 --- a/landing/lenses/418420.json +++ b/landing/lenses/418420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 129.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 139.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -735,8 +735,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,10 +766,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -779,7 +779,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418470.json b/landing/lenses/418470.json index b38831a180e70825fdaee10764316ac2eac967e2..66ce8158677bbbe970250a746c9bde538da80b12 100644 --- a/landing/lenses/418470.json +++ b/landing/lenses/418470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -572,14 +572,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -726,8 +726,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -766,7 +766,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -834,10 +834,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -853,10 +853,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,10 +880,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -898,10 +898,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -912,7 +912,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -920,7 +920,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -936,7 +936,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -952,7 +952,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418550.json b/landing/lenses/418550.json index 4354e08309cafa3bb1f1cb47a76e410170d9ed5f..c3335477832431d273e25d5c4e507d1999c3c1c4 100644 --- a/landing/lenses/418550.json +++ b/landing/lenses/418550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -593,14 +593,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -772,8 +772,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -792,7 +792,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -860,10 +860,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -879,10 +879,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -902,7 +902,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -910,7 +910,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418620.json b/landing/lenses/418620.json index b5ab096fe57b80279a9c0d88802aa6a5ccf87178..3bd7837a1be10bd13fb76f3afcdaa3040baab4be 100644 --- a/landing/lenses/418620.json +++ b/landing/lenses/418620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 632.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 608.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419050.json b/landing/lenses/419050.json index c484f7926c5c2b1e8a7bf002fdd6a14c80f9d8ca..06e89e3da0514a39ed3dd05fe99c03be7520a70e 100644 --- a/landing/lenses/419050.json +++ b/landing/lenses/419050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,7 +835,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 10.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 11.36%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419080.json b/landing/lenses/419080.json index 9262817691d50b0dd2c0637958531911b2cc88c0..48c418ed781b44f0579c0bd4e86b8f5b51b52c1a 100644 --- a/landing/lenses/419080.json +++ b/landing/lenses/419080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -106,7 +106,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -128,7 +128,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -149,7 +149,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -431,13 +431,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -711,14 +711,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -870,8 +870,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -890,8 +890,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -910,7 +910,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -997,10 +997,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1020,7 +1020,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1028,7 +1028,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419120.json b/landing/lenses/419120.json index 7a9515d96f391b0f06841226c47dd9952d3d8ef5..7f7d791ea57eb801e227449afb615a132b59c97e 100644 --- a/landing/lenses/419120.json +++ b/landing/lenses/419120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -999,8 +999,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419530.json b/landing/lenses/419530.json index 7f93cf095ef00d28ff1666eae3564f620d083e44..3e9620163478653cde3287b0657c46f4fddc9a41 100644 --- a/landing/lenses/419530.json +++ b/landing/lenses/419530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,7 +763,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -778,14 +778,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -905,19 +905,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -938,8 +938,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -984,17 +984,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1063,7 +1063,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1072,7 +1072,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1085,10 +1085,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1104,10 +1104,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,88 +1307,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:03b90a49e1a5", - "target": "419530", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/419540.json b/landing/lenses/419540.json index 89c35e2ee9967c892a6decb8685b90d8174ab117..8b1ae6bc6ac8843b9d59c648b47b7b42dbdb54f4 100644 --- a/landing/lenses/419540.json +++ b/landing/lenses/419540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -440,14 +440,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -567,10 +567,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -599,8 +599,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -619,8 +619,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -639,7 +639,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -707,10 +707,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -726,10 +726,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -757,7 +757,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/420570.json b/landing/lenses/420570.json index 3fc0fcf688ee2d00a2fc1676bd9b8532df821291..c30542847a47b2a892bb7822c8ade22577ed0ec4 100644 --- a/landing/lenses/420570.json +++ b/landing/lenses/420570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,10 +1035,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/420770.json b/landing/lenses/420770.json index ed21637fb4dc99b3060a7883cc787d440aa9adf3..3dd92eccacab8285ea0587eb8edf314fbb3459eb 100644 --- a/landing/lenses/420770.json +++ b/landing/lenses/420770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424760.json b/landing/lenses/424760.json index 955f7a51da5ea607370e29f3c6d3c744fa2adda2..7a154d4d2e2b513dbc78375fd077d68cf20e4ea5 100644 --- a/landing/lenses/424760.json +++ b/landing/lenses/424760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -719,7 +719,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -763,7 +763,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424870.json b/landing/lenses/424870.json index 910d1b34c144e513e8287f1b7c3ee8c5a76db6bd..2cd70384d0ed48d9cbb8a048fb725b764efa087d 100644 --- a/landing/lenses/424870.json +++ b/landing/lenses/424870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424960.json b/landing/lenses/424960.json index ad98838aa273d96ab7819cb5de9540e18f066fb5..fa9361913ee49fa263ea67d935390e96659d5833 100644 --- a/landing/lenses/424960.json +++ b/landing/lenses/424960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 22.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 23.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424980.json b/landing/lenses/424980.json index 718d2928b708fc6a9ce034dc5b88cfa2ae39d164..b59c24fe9cd592952b461dfd0a58a4fae1c1c923 100644 --- a/landing/lenses/424980.json +++ b/landing/lenses/424980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -397,13 +397,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -574,14 +574,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -701,10 +701,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -720,8 +720,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -733,8 +733,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -751,10 +751,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -764,7 +764,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -773,7 +773,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -841,10 +841,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -860,10 +860,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -887,10 +887,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -909,7 +909,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -925,7 +925,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/425040.json b/landing/lenses/425040.json index a074c113f9fa34c062c8082f02cec920b3796506..217813c15f4d2dd8f3b3cb5fa6c69ab98370e311 100644 --- a/landing/lenses/425040.json +++ b/landing/lenses/425040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -832,7 +832,7 @@ "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -847,14 +847,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1007,8 +1007,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,10 +1060,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1098,7 +1098,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,10 +1200,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/425420.json b/landing/lenses/425420.json index 75ebd4403e000d29c43da3bf8e60743ede83fd63..f005e3e510393ce70dc0f843fe6f556ddb5e0c4c 100644 --- a/landing/lenses/425420.json +++ b/landing/lenses/425420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -846,14 +846,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -973,19 +973,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,17 +1052,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1097,7 +1097,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1125,13 +1125,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1140,7 +1140,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,10 +1199,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/429270.json b/landing/lenses/429270.json index 18a02e9bb07b57fef3517caf7a7a7312a0ca19d2..e0b20c220e934ec503236859084f6e8b36bfd6ad 100644 --- a/landing/lenses/429270.json +++ b/landing/lenses/429270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -326,13 +326,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -487,14 +487,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -614,10 +614,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -633,7 +633,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -646,8 +646,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -666,8 +666,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -677,7 +677,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -686,7 +686,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -754,10 +754,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -773,10 +773,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -800,10 +800,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -814,7 +814,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -822,7 +822,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -838,7 +838,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/430690.json b/landing/lenses/430690.json index 6b8486358732db86916ec7552728fbb856ac6bdf..82d99c742fc227c2471f52c88687d368605f7db1 100644 --- a/landing/lenses/430690.json +++ b/landing/lenses/430690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 79점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 11.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 10.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -926,7 +926,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/431190.json b/landing/lenses/431190.json index 9668cdd3b317bde141aa37dbfb89061479864169..17e14d239a9bd6be1a67871fc0b1ed7f50e25d7a 100644 --- a/landing/lenses/431190.json +++ b/landing/lenses/431190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -370,7 +370,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -389,7 +389,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -408,7 +408,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -427,7 +427,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -561,7 +561,7 @@ "divergenceExplanation": [ "현금흐름 축이 33점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -576,14 +576,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -703,10 +703,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -722,8 +722,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -735,8 +735,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -753,10 +753,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -766,7 +766,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -775,7 +775,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -843,10 +843,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -862,10 +862,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432430.json b/landing/lenses/432430.json index 06838d5a01101a77e851f0ba678cf44d325eca47..90c9e4794a19329d7800803002cb8cf8191f7e16 100644 --- a/landing/lenses/432430.json +++ b/landing/lenses/432430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -681,14 +681,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -808,10 +808,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -854,7 +854,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -874,8 +874,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -896,8 +896,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -932,7 +932,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1007,10 +1007,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1038,7 +1038,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432470.json b/landing/lenses/432470.json index 5294add861794d7296c9346fd5e094ac6029c8ee..c9a8f5f9b16acaa6eb10b975eb750e8b79a66603 100644 --- a/landing/lenses/432470.json +++ b/landing/lenses/432470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -492,18 +492,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 30.26, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 33.54, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,15 +686,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 30.26, + "grade": "dCR-BB+", + "score": 33.54, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 30.47, + "grade": "dCR-BB+", + "score": 33.79, "assumptions": { "scenarioStress": "moderate" } @@ -747,12 +747,12 @@ "weightCoverage": 85.0 }, "eCR": "eCR-6", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 7.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1333,7 +1333,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1351,8 +1351,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/432720.json b/landing/lenses/432720.json index ea0c98b811cd972c0841abbad3b030985d044cfa..4fc97dc33f0b728830d986975a47d5634190415e 100644 --- a/landing/lenses/432720.json +++ b/landing/lenses/432720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -417,14 +417,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -544,10 +544,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -563,8 +563,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -576,8 +576,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -594,10 +594,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -607,7 +607,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -616,7 +616,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -684,10 +684,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -703,10 +703,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -730,10 +730,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -744,7 +744,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -768,7 +768,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432980.json b/landing/lenses/432980.json index 79fc3c267e8a006498198753a97897a54e872ff0..ac3446c8d1244259b07f510e1573574919685b20 100644 --- a/landing/lenses/432980.json +++ b/landing/lenses/432980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/434480.json b/landing/lenses/434480.json index acfafcc950879e74196843bc328b984c302890d2..df2931b6bdb0fda3ed4e494fb5eff11bec54c271 100644 --- a/landing/lenses/434480.json +++ b/landing/lenses/434480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -771,14 +771,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -898,10 +898,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -931,7 +931,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -944,7 +944,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -964,8 +964,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -997,7 +997,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1078,10 +1078,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,10 +1097,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/435570.json b/landing/lenses/435570.json index 8ae77df0291bdfd7d4e940951465056555801925..ec28fbe40e49f209dade74617819a0a8366e15d3 100644 --- a/landing/lenses/435570.json +++ b/landing/lenses/435570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -449,14 +449,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -576,10 +576,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -608,8 +608,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -628,8 +628,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -648,7 +648,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -735,10 +735,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -762,10 +762,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -800,7 +800,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/437730.json b/landing/lenses/437730.json index 2cefe12fe50bd53e38b63d70b21247923c5f3dcc..b96038c746bc165b8913293fb76b70774e5672a9 100644 --- a/landing/lenses/437730.json +++ b/landing/lenses/437730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -958,15 +958,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -991,8 +991,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,17 +1037,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1116,7 +1116,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1125,7 +1125,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1414,12 +1414,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:374995b0b89a", + "target": "437730", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/438700.json b/landing/lenses/438700.json index 7a9461b7e3412039424149c9da62cb2127d6e950..d6b183bca4a80ef57f4b0cd55a210474195e0d5e 100644 --- a/landing/lenses/438700.json +++ b/landing/lenses/438700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -926,8 +926,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -946,8 +946,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -966,7 +966,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1053,10 +1053,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1076,7 +1076,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1084,7 +1084,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439090.json b/landing/lenses/439090.json index 9df77dc34e4f2ac8977b425132cb3e3ed99ac6da..1065601478e4686682e02d1d2394bc4bfdb8aec7 100644 --- a/landing/lenses/439090.json +++ b/landing/lenses/439090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1108,7 +1108,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439260.json b/landing/lenses/439260.json index 80e8ed8e2ea5593f6629ea010843a9147d6edd4a..f248911d38fc4ddd336c338d740325767de1f945 100644 --- a/landing/lenses/439260.json +++ b/landing/lenses/439260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439580.json b/landing/lenses/439580.json index 80c6258f74a50c2140330bc4d870917961bb7e5f..571c3018a05ca247029360a945f0c5dde4526bfd 100644 --- a/landing/lenses/439580.json +++ b/landing/lenses/439580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 30점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 9.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 9.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439960.json b/landing/lenses/439960.json index cb86799dd58f97e3db3485ef4d5c3affa407c838..790d8dcade009e2a4526b8f30468cfb092739f89 100644 --- a/landing/lenses/439960.json +++ b/landing/lenses/439960.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -410,7 +410,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/440110.json b/landing/lenses/440110.json index 4daff2d1bf7d6e37fe2119cfc92713308dcd68b1..b9195e656f5e5d0979b993096c7f5c598c95539e 100644 --- a/landing/lenses/440110.json +++ b/landing/lenses/440110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -931,7 +931,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -951,8 +951,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1000,7 +1000,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1081,10 +1081,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1108,10 +1108,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/440290.json b/landing/lenses/440290.json index 57cb79a45a9e7682130fcdd8b37f59882d266157..cdbc9bfeb296324b08b0a84d655f37720807d929 100644 --- a/landing/lenses/440290.json +++ b/landing/lenses/440290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -348,14 +348,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -475,10 +475,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -507,8 +507,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -527,8 +527,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -547,7 +547,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -615,10 +615,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -634,10 +634,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -657,7 +657,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -665,7 +665,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/440320.json b/landing/lenses/440320.json index ca50ee2102ab44d78caf9bb785cbeda1d9807b8a..9e28c022c8de33138301d4806d9bdaaca64f901b 100644 --- a/landing/lenses/440320.json +++ b/landing/lenses/440320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -105,7 +105,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -146,7 +146,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -417,13 +417,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -485,7 +485,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -504,7 +504,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -523,7 +523,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -542,7 +542,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,14 +695,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -822,19 +822,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -855,8 +855,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -868,7 +868,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -888,8 +888,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -901,17 +901,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -921,7 +921,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -946,7 +946,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -980,7 +980,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -989,7 +989,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1021,10 +1021,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1044,7 +1044,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1052,7 +1052,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/441270.json b/landing/lenses/441270.json index bd4b8f67b3c7c34fa540dbef767fea40be8747db..4895c8a20346f8b05ff5169029a8a62287c44e97 100644 --- a/landing/lenses/441270.json +++ b/landing/lenses/441270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,7 +826,7 @@ "divergenceExplanation": [ "현금흐름 축이 72점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 18.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 19.66%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1003,7 +1003,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/443060.json b/landing/lenses/443060.json index 9560909f14b53b5d1013056e983efca27bef817a..685af06f110438b312abf02ca21933cde3f4dff3 100644 --- a/landing/lenses/443060.json +++ b/landing/lenses/443060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -694,19 +694,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -727,8 +727,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,8 +760,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -773,17 +773,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -793,7 +793,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -818,7 +818,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -846,13 +846,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -861,7 +861,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -920,10 +920,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -934,7 +934,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -942,7 +942,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -958,7 +958,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/443250.json b/landing/lenses/443250.json index 6280d384be1d44b990215113464bc45c591a1442..809561aec62dd4aea57124f63e42157730b7eba1 100644 --- a/landing/lenses/443250.json +++ b/landing/lenses/443250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1367,7 +1367,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1389,7 +1389,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1407,8 +1407,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/443670.json b/landing/lenses/443670.json index 59f22e8e42998a84940658f2cb1eeb4e78f0dc94..1fdf9959aaa271bb8567d7fa8b439f60ff181ebd 100644 --- a/landing/lenses/443670.json +++ b/landing/lenses/443670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1108,7 +1108,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1406,88 +1406,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8d6570632392", - "target": "443670", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/444530.json b/landing/lenses/444530.json index e258411ee7c0de16f0552c33677b70b182e35664..6bf47c996d6d82dbe2bf2d37e4a965d7bc7788be 100644 --- a/landing/lenses/444530.json +++ b/landing/lenses/444530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/444920.json b/landing/lenses/444920.json index 651f4515ff983305c31604fec82229023515e0b6..06c24aa43ae58d4f1b0558a9f720ed9e77a784a3 100644 --- a/landing/lenses/444920.json +++ b/landing/lenses/444920.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-03", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-03", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-03", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/445090.json b/landing/lenses/445090.json index bcb8e0152b6aa4e8bcae71e364cbd2515d80d022..4c8651133784281b37b31b9914950baaf345e284 100644 --- a/landing/lenses/445090.json +++ b/landing/lenses/445090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -489,13 +489,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,14 +763,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -890,10 +890,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -936,7 +936,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -956,8 +956,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -978,8 +978,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1014,7 +1014,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1089,10 +1089,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,10 +1116,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/445180.json b/landing/lenses/445180.json index a793c479268881c8963c8626426cfa18e56ff8a7..0f861e38b3de88ef8e6031a72e094fbe7e25a0cd 100644 --- a/landing/lenses/445180.json +++ b/landing/lenses/445180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/445680.json b/landing/lenses/445680.json index 4ed6c58b0fcd251a460abedb40616912acd73a8e..b4bd1c4e59dd5d2e484c186a6dce137fddaee349 100644 --- a/landing/lenses/445680.json +++ b/landing/lenses/445680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -680,14 +680,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -807,10 +807,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -853,7 +853,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -873,8 +873,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -895,8 +895,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -931,7 +931,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1006,10 +1006,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1029,7 +1029,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1037,7 +1037,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/446070.json b/landing/lenses/446070.json index c8b875534ed180e77432c89d5b78b37bdac5605a..2ed4cc295b6a7e7bb16341114eed6bdb6085380c 100644 --- a/landing/lenses/446070.json +++ b/landing/lenses/446070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -593,14 +593,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -772,8 +772,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -792,7 +792,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -860,10 +860,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -879,10 +879,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -902,7 +902,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -910,7 +910,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/446150.json b/landing/lenses/446150.json index 393f8c5a5e4646f55a9d56476cb0a400ef2b25b6..931a577f049cdfc29d127225bfc87538f726b0aa 100644 --- a/landing/lenses/446150.json +++ b/landing/lenses/446150.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-27", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-27", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-27", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/446540.json b/landing/lenses/446540.json index f97c3056fcf167a60207e8dabf284f5b6f1a47c5..f5d7c150c909ee3703648677547b4f55d97a3dc8 100644 --- a/landing/lenses/446540.json +++ b/landing/lenses/446540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/446840.json b/landing/lenses/446840.json index ba80c59d6772f5d0a26ea1f9455644044988f425..e3c191ee79135442433d18ef25d67ff04f58344c 100644 --- a/landing/lenses/446840.json +++ b/landing/lenses/446840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -312,13 +312,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -489,14 +489,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -616,10 +616,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -635,7 +635,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -648,8 +648,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -679,7 +679,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -688,7 +688,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -756,10 +756,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -775,10 +775,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -806,7 +806,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448280.json b/landing/lenses/448280.json index b6c5d14c423d3d30de2d1bd01010d228398b2a2b..db2820df212c57802f9cae5a0f117778c9d11195 100644 --- a/landing/lenses/448280.json +++ b/landing/lenses/448280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,7 +816,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448710.json b/landing/lenses/448710.json index bfc931220c17904e701eb7a6abcd0e00040c2715..8eafbfb63f0b6ca1cefd31f416727d5f154c4d87 100644 --- a/landing/lenses/448710.json +++ b/landing/lenses/448710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -556,14 +556,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -683,10 +683,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -702,8 +702,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -715,8 +715,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -733,10 +733,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -746,7 +746,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -755,7 +755,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -842,10 +842,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -865,7 +865,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -873,7 +873,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448830.json b/landing/lenses/448830.json index 3ab6fc09e98ab150cdb8aa4fe278e6be29e2e62c..271b1297e406c9adaf613b723c8b98c1195f6c0a 100644 --- a/landing/lenses/448830.json +++ b/landing/lenses/448830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023Q4", @@ -40,10 +40,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -236,14 +236,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-12-17", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -390,7 +390,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-12-17", "period": null, "status": "derived", @@ -410,7 +410,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-12-17", "period": null, "status": "observed", @@ -498,10 +498,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -517,10 +517,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -544,10 +544,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -562,10 +562,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -576,7 +576,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -584,7 +584,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -600,7 +600,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -616,7 +616,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448900.json b/landing/lenses/448900.json index b883fd9ff66f73bb8a8cff020ee54a16fb48a112..c3ae0be6641ee0a532dd1dceed226c27cf61d9f8 100644 --- a/landing/lenses/448900.json +++ b/landing/lenses/448900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450050.json b/landing/lenses/450050.json index d7c957a782cb93e753e1348c371b8adc7e1802f0..d9d5409c7a830a3d0552362253f5a48f9d20e311 100644 --- a/landing/lenses/450050.json +++ b/landing/lenses/450050.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-28", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-28", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-28", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/450080.json b/landing/lenses/450080.json index 043fac94a7610af81b5b4d62c7f244fa15e7bba8..88552dbbed4b16dc4c766804189495c84d7639f9 100644 --- a/landing/lenses/450080.json +++ b/landing/lenses/450080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -238,13 +238,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -306,7 +306,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -325,7 +325,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -344,7 +344,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -363,7 +363,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -510,7 +510,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.67%). 최근 주가 하락이 반영된 결과", "D/EBITDA 25.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -527,14 +527,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -649,10 +649,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -681,8 +681,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -701,8 +701,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -721,7 +721,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -789,10 +789,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -808,10 +808,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -835,10 +835,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -853,10 +853,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -867,7 +867,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -875,7 +875,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -891,7 +891,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450140.json b/landing/lenses/450140.json index 913f84cd3f1e914228bdddd5333376e22266b49f..66cc2cd6605ac464519e80cc879a3621d3a78d0b 100644 --- a/landing/lenses/450140.json +++ b/landing/lenses/450140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -40,10 +40,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -143,7 +143,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -184,7 +184,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -225,7 +225,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -266,7 +266,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -550,18 +550,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 53.82, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 57.27, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,15 +745,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 53.82, + "grade": "dCR-B+", + "score": 57.27, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 55.26, + "score": 59.07, "assumptions": { "scenarioStress": "moderate" } @@ -769,11 +769,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -805,7 +800,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -815,7 +810,7 @@ "divergenceExplanation": [ "채무상환능력 축이 76점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 19.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 151.73%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -831,14 +826,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -953,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-12-12", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -986,7 +981,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -999,7 +994,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1019,7 +1014,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-12-12", "period": "2025", "status": "derived", @@ -1041,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025-12-12", "period": "2025", "status": "observed", @@ -1052,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1133,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1152,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,10 +1174,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1197,10 +1192,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1211,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1235,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1251,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450330.json b/landing/lenses/450330.json index bccd061d61448d01f5eb6ea389ba1494f52dadfe..d2caa8f309dac0d5fc018bce45ce7ba664595aaa 100644 --- a/landing/lenses/450330.json +++ b/landing/lenses/450330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -558,7 +558,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -733,7 +733,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -788,8 +788,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -799,7 +799,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -824,7 +824,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -899,10 +899,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -930,7 +930,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1152,7 +1152,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1170,15 +1170,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/450520.json b/landing/lenses/450520.json index c650b99108bc804654654e3fd14486b6809e7c39..de7e81e57dae9ea50c8a538afe0d60268a9d523c 100644 --- a/landing/lenses/450520.json +++ b/landing/lenses/450520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1051,7 +1051,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,12 +1302,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8ce870376b9b", + "target": "450520", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.578 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/450940.json b/landing/lenses/450940.json index fe5d1dde3fc6bb14e4382772f31402d071601a30..1dd6932fa7f0955c095eb5914e01287ce96d6255 100644 --- a/landing/lenses/450940.json +++ b/landing/lenses/450940.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-04", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-04", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-04", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/450950.json b/landing/lenses/450950.json index cb0248c92c84d863da8846a8b4154dc77ecd5c16..71ba9f8b522a62a891f1d78e7404a673bcc86476 100644 --- a/landing/lenses/450950.json +++ b/landing/lenses/450950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -566,14 +566,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -693,10 +693,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -739,7 +739,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -781,8 +781,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -817,7 +817,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -873,10 +873,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -892,10 +892,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -915,7 +915,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -923,7 +923,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1145,7 +1145,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1163,8 +1163,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/451220.json b/landing/lenses/451220.json index b92270689d01a205d605c0ad62302ae3b246cfe5..104670afa8844fda95749d5757c7af798bc2d9ca 100644 --- a/landing/lenses/451220.json +++ b/landing/lenses/451220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,7 +577,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -596,7 +596,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -771,14 +771,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -898,10 +898,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -931,7 +931,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -944,7 +944,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -964,8 +964,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -997,7 +997,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1078,10 +1078,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1097,10 +1097,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1337,7 +1337,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1355,15 +1355,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/451250.json b/landing/lenses/451250.json index 1a38cc1f5e235606e696d2d3af012a37e6d3e149..c365e3becfb985ffd0eedbef93cab236f44911c9 100644 --- a/landing/lenses/451250.json +++ b/landing/lenses/451250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -820,14 +820,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -947,19 +947,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -980,8 +980,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1026,17 +1026,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1046,7 +1046,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1071,7 +1071,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1105,7 +1105,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1114,7 +1114,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/451700.json b/landing/lenses/451700.json index 7d7ee700889a984be677a79b858e600802b456f1..cda3828ceda46dff9afbc60b7282fb85235ee113 100644 --- a/landing/lenses/451700.json +++ b/landing/lenses/451700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -316,13 +316,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -493,14 +493,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -615,10 +615,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-15", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -647,7 +647,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-15", "period": null, "status": "derived", @@ -667,7 +667,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-15", "period": null, "status": "observed", @@ -755,10 +755,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -774,10 +774,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -801,10 +801,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -819,10 +819,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -841,7 +841,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -857,7 +857,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -873,7 +873,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/451760.json b/landing/lenses/451760.json index 0d6d0252be532adbfd254ea0881e90d7eb5b203b..f429e72a87672611f70adb5876f3ffbe4719ba5b 100644 --- a/landing/lenses/451760.json +++ b/landing/lenses/451760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452160.json b/landing/lenses/452160.json index f8b60709ce7f6c6b3ec6e220532ab589bf53c6de..a243906b773f6dc9e63312199a1b34a7c747fbae 100644 --- a/landing/lenses/452160.json +++ b/landing/lenses/452160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,7 +817,7 @@ "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.13%). 최근 주가 하락이 반영된 결과", "D/EBITDA 113.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -961,10 +961,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1027,8 +1027,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1060,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1085,7 +1085,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1141,10 +1141,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1160,10 +1160,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452190.json b/landing/lenses/452190.json index 48a9444ee8e887e28cf2dc30e00ce685c89ac183..7adc83d049937f1fb70700fca19075864e7a8b14 100644 --- a/landing/lenses/452190.json +++ b/landing/lenses/452190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -489,18 +489,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 25.39, 전망 부정적, 유효 축 가중치 75.0%입니다." + "summary": "dCR 위험점수 23.14, 전망 부정적, 유효 축 가중치 75.0%입니다." }, "confidence": { "level": "medium", @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,14 +683,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 25.39, + "score": 23.14, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 26.03, + "score": 23.78, "assumptions": { "scenarioStress": "moderate" } @@ -753,7 +753,6 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 5.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -768,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -895,19 +894,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -928,8 +927,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -941,7 +940,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -961,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,17 +973,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -994,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1019,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1053,7 +1052,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1062,7 +1061,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1075,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1094,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,88 +1310,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f0698f1f4d56", - "target": "452190", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.322 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/452200.json b/landing/lenses/452200.json index 4b52e4d521f76a2ae1e08c08f1f0878b1494526c..c5ab86af3e0e3b025f251350f521c08249caeeee 100644 --- a/landing/lenses/452200.json +++ b/landing/lenses/452200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452260.json b/landing/lenses/452260.json index 39dbda28adce800bb5cb3faba1cd6066be50fc83..f845ddc1d6ee13e10e1156dc06c70cf3038681d7 100644 --- a/landing/lenses/452260.json +++ b/landing/lenses/452260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -984,8 +984,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,10 +1036,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1066,7 +1066,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,10 +1174,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1192,10 +1192,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452280.json b/landing/lenses/452280.json index 9d59e58fb77a6840c2cbcc799ebc11610d1bed3e..5660514550a56e0de27e875f86508a38dfc55300 100644 --- a/landing/lenses/452280.json +++ b/landing/lenses/452280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452300.json b/landing/lenses/452300.json index 86181cf0d505f4c4113311b763eb8dd1c673018f..c440f4321b14c25725e2f707c42e36937cbe80d7 100644 --- a/landing/lenses/452300.json +++ b/landing/lenses/452300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -367,14 +367,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -676,7 +676,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -684,7 +684,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452400.json b/landing/lenses/452400.json index ca7b1025556a461eea8600f59db2967244bcaea1..b41df643f24f968e30c43b40607e204486ccf8ac 100644 --- a/landing/lenses/452400.json +++ b/landing/lenses/452400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -979,10 +979,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452430.json b/landing/lenses/452430.json index 18dfa164cd4bb5d0bf0d182dec76da2e11aeb4b8..1444c437574ca94ad646237f427a769baf42741f 100644 --- a/landing/lenses/452430.json +++ b/landing/lenses/452430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452450.json b/landing/lenses/452450.json index 13e194e3c957ba242902627167aa82d2d036a1c5..fc04335e8872eb11e74e85ccff6ce1a753fd6517 100644 --- a/landing/lenses/452450.json +++ b/landing/lenses/452450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452670.json b/landing/lenses/452670.json index e60a2d1d7b45c67706f39ad460d81613ebf2d7d8..75d2af31fd33f5b03a4c44718579cc2efafecc85 100644 --- a/landing/lenses/452670.json +++ b/landing/lenses/452670.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-20", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-20", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-20", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/452980.json b/landing/lenses/452980.json index c12e78fd51aace8100e5809ecfe4e430ae2d243b..5dff11d325f96b2c54f2b00a67121665e34b1531 100644 --- a/landing/lenses/452980.json +++ b/landing/lenses/452980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-06", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-06", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-06", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/453340.json b/landing/lenses/453340.json index 58079c097b952610dd70946b5cbd9da93a03359b..063f00a839afe59843c1e8926065b2c397311be8 100644 --- a/landing/lenses/453340.json +++ b/landing/lenses/453340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,14 +835,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -962,10 +962,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1008,7 +1008,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1028,8 +1028,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/453450.json b/landing/lenses/453450.json index 2fa6bf7fcb83be21ba264f88e870848bf338da6c..818a610d3d96fb33385ddf6fb59d094996fb43ea 100644 --- a/landing/lenses/453450.json +++ b/landing/lenses/453450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -570,14 +570,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -697,10 +697,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -743,7 +743,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -763,8 +763,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -785,8 +785,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -821,7 +821,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -877,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -896,10 +896,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -914,10 +914,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -932,10 +932,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -946,7 +946,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -954,7 +954,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -962,7 +962,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -978,7 +978,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1290,7 +1290,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1308,8 +1308,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/453860.json b/landing/lenses/453860.json index 91b0d30a338c1634fb05b957d37164c465ace39c..bbf07303fc5061eedade7754e29b9291dd2439ba 100644 --- a/landing/lenses/453860.json +++ b/landing/lenses/453860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/454910.json b/landing/lenses/454910.json index 7a400e700780272c5e43690d9d92dba9709b75b3..b44208972ecd2ddfc93f75ad5ad41bc083e1c0f4 100644 --- a/landing/lenses/454910.json +++ b/landing/lenses/454910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -679,14 +679,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -806,10 +806,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -825,8 +825,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -838,8 +838,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -856,10 +856,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -869,7 +869,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -878,7 +878,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -946,10 +946,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -965,10 +965,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -988,7 +988,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -996,7 +996,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/455180.json b/landing/lenses/455180.json index ae9815cab3deb2aae144e86b40017742970771a8..5cee23ac863d61f75c31fa1c1197577686b49c3e 100644 --- a/landing/lenses/455180.json +++ b/landing/lenses/455180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -685,10 +685,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -703,10 +703,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -717,7 +717,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -733,7 +733,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/455250.json b/landing/lenses/455250.json index 7bec0a816752e5413f08687c9d813d10488c8751..10b2c85034d3bda6fe0989db292ed729df35fc59 100644 --- a/landing/lenses/455250.json +++ b/landing/lenses/455250.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-27", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-27", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-01-27", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/455310.json b/landing/lenses/455310.json index 2c2f522819b8497e32c2d21acd98dc0c07af1ed8..bd834d8a0e942402efa9fd91ab96ec8d4211d409 100644 --- a/landing/lenses/455310.json +++ b/landing/lenses/455310.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-14", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-14", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-14", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/455900.json b/landing/lenses/455900.json index 26e880c3ee206f8b5c131a8507c8a9c0b338c8a8..550046c20113cb4e2d927d4bda72a59511f0d140 100644 --- a/landing/lenses/455900.json +++ b/landing/lenses/455900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -403,14 +403,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -530,10 +530,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -549,8 +549,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -580,10 +580,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -602,7 +602,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,10 +689,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/455910.json b/landing/lenses/455910.json index f370a3d0417492629761f66b1a14af36e602d8e6..85f9f439acf333d6b10f5bb4f2665782d154dfa9 100644 --- a/landing/lenses/455910.json +++ b/landing/lenses/455910.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-03", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-03", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-03", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/456010.json b/landing/lenses/456010.json index 5e469fd85cf1c0be8bff754ca43aa4d081f6fb66..88636127c0834481862ca43ec1b9098a4503a9d2 100644 --- a/landing/lenses/456010.json +++ b/landing/lenses/456010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -304,13 +304,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -493,14 +493,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -620,10 +620,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -639,8 +639,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -652,8 +652,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -670,10 +670,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -683,7 +683,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -692,7 +692,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -760,10 +760,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -779,10 +779,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -802,7 +802,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456040.json b/landing/lenses/456040.json index 3228049302196e65fabb0265f4de2f8dc48e76c8..25ef1090517f89594911adff97a15defc6843f5e 100644 --- a/landing/lenses/456040.json +++ b/landing/lenses/456040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -552,18 +552,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 17.90, 전망 안정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 20.65, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,15 +746,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 17.9, + "grade": "dCR-A-", + "score": 20.65, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 18.62, + "grade": "dCR-A-", + "score": 21.41, "assumptions": { "scenarioStress": "moderate" } @@ -807,7 +807,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,10 +1175,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1193,10 +1193,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456070.json b/landing/lenses/456070.json index 181fab1643fb558d655c270c5aba4718e9f5ce93..86143249571f0abf216db2b7b5b858669e4792a2 100644 --- a/landing/lenses/456070.json +++ b/landing/lenses/456070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456160.json b/landing/lenses/456160.json index 084362de60ef89d810056273d88599e9664172ba..b831973deed42c55d6ce96fa6a1178f2e413ea2b 100644 --- a/landing/lenses/456160.json +++ b/landing/lenses/456160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456490.json b/landing/lenses/456490.json index c2caa6ae5bce4738af390c480a2d48ad84ca7306..fa79b0584ac750740ee946dfb9aaf9c90cb2de6e 100644 --- a/landing/lenses/456490.json +++ b/landing/lenses/456490.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-02-09", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-02-09", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-02-09", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/457190.json b/landing/lenses/457190.json index eca5c31b4630c160423be09719901c2ca1d6e82f..48b31c651e07779a337705576bf4e9336f1b54f3 100644 --- a/landing/lenses/457190.json +++ b/landing/lenses/457190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -572,14 +572,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -718,8 +718,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -731,8 +731,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -749,10 +749,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -762,7 +762,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -771,7 +771,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -839,10 +839,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -858,10 +858,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -876,10 +876,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -894,10 +894,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -908,7 +908,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -940,7 +940,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457370.json b/landing/lenses/457370.json index b1f567d91289df1f12df2b50e9bab1df8f277d41..dc4a2d6f6b3b83c4f056c2d644bb5bacc927eaf6 100644 --- a/landing/lenses/457370.json +++ b/landing/lenses/457370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457550.json b/landing/lenses/457550.json index db6eec535e1c510545d4e358e11930aba9164582..be4e71310b67d42fdd2d4c5dcc6e3930496c8f76 100644 --- a/landing/lenses/457550.json +++ b/landing/lenses/457550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457600.json b/landing/lenses/457600.json index 7ad3ddac410a840f74859c67d6cb87335e4153cd..69205910f5b756c8932d9e9d3bdde026e758aeb3 100644 --- a/landing/lenses/457600.json +++ b/landing/lenses/457600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457630.json b/landing/lenses/457630.json index 0f0efb95df90d66015f4b092acb3c6d52eba7319..51f379b3e55a6f65d8d82ae42cf306cd8f0d1cd8 100644 --- a/landing/lenses/457630.json +++ b/landing/lenses/457630.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-14", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-14", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-14", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/457940.json b/landing/lenses/457940.json index 929845e17574ffb267fb52f0fb5be4483204d6cb..2547a50a4e1ff47bc1f030a613fbcea82b600231 100644 --- a/landing/lenses/457940.json +++ b/landing/lenses/457940.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-13", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-13", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-03-13", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/458350.json b/landing/lenses/458350.json index f12f7ebf5b020ad3e4190936be3b31c4f25f5e11..5df7be1e39b8b437cebdadbe30e52967d422745e 100644 --- a/landing/lenses/458350.json +++ b/landing/lenses/458350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/458610.json b/landing/lenses/458610.json index 3ce23286b39e3842a442f805bcae423417bfff2e..a487929277c397389bea4c50c980a95a0329f1b4 100644 --- a/landing/lenses/458610.json +++ b/landing/lenses/458610.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-02", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-02", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-02", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/458650.json b/landing/lenses/458650.json index 6b589a103bcf95a2ae2ab8358b69fcfb3228de4c..bd710d87376ed43cf9bd1edd40065870ac480b8e 100644 --- a/landing/lenses/458650.json +++ b/landing/lenses/458650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/458870.json b/landing/lenses/458870.json index a142b866f2586dc8a751a194150da6cd847e3b9b..59d7581497018385758687a1ee488be787525bd9 100644 --- a/landing/lenses/458870.json +++ b/landing/lenses/458870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/459100.json b/landing/lenses/459100.json index 42779881b897baa3a2368322b41fb7f063189183..fa20e00c7b59cf28f93cf5d3cfd3fef9313e5154 100644 --- a/landing/lenses/459100.json +++ b/landing/lenses/459100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/459510.json b/landing/lenses/459510.json index 81d4f6ab4e8543cda3fdc5f5da7e4fb8ea6fced4..b8585b2e1ca2d6d6b74c3e0bbdbb8b08b01b29ac 100644 --- a/landing/lenses/459510.json +++ b/landing/lenses/459510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/459550.json b/landing/lenses/459550.json index 05f0f5cad2b7fe1401037f0c30cf55c9d7925695..d54ba85682a4f5248286ca3e07b7480c7784bd17 100644 --- a/landing/lenses/459550.json +++ b/landing/lenses/459550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460470.json b/landing/lenses/460470.json index a94e91c35a157a5f53445b4f9b74e024848b6e04..2aa66ca1249afe81b288f4b6063161684f65019b 100644 --- a/landing/lenses/460470.json +++ b/landing/lenses/460470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460850.json b/landing/lenses/460850.json index 3d2c00027c0dd7528ef1d33485fa072a312cce67..cae2f383410ce2bd9fb93d667f6c822feefc378d 100644 --- a/landing/lenses/460850.json +++ b/landing/lenses/460850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -304,13 +304,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -372,7 +372,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -391,7 +391,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -410,7 +410,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -429,7 +429,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,14 +584,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -711,10 +711,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -743,8 +743,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -763,8 +763,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -783,7 +783,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460860.json b/landing/lenses/460860.json index 7a5304033eb275b71977409e070127bdaf344a65..7867b86e2e7fedefad44a28f544fe0be38c3e02d 100644 --- a/landing/lenses/460860.json +++ b/landing/lenses/460860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -730,8 +730,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -750,8 +750,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -857,10 +857,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,7 +880,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -888,7 +888,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460870.json b/landing/lenses/460870.json index 995fcffe6f8d281f9b54558ad52bcd3daca1e96e..07be01c60ad92487c7a64952348580c44e14d5ef 100644 --- a/landing/lenses/460870.json +++ b/landing/lenses/460870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460930.json b/landing/lenses/460930.json index 8de3a1a2e79677c3d17ed37c538ecd08895002d1..9bedc4629e1ed3eecffdc9ac76b2c81094c82231 100644 --- a/landing/lenses/460930.json +++ b/landing/lenses/460930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -949,19 +949,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1028,17 +1028,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1107,7 +1107,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1116,7 +1116,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,10 +1175,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:06931c89496f", - "target": "460930", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/460940.json b/landing/lenses/460940.json index d9f59475400ec54b255c8f15b658ede17fe31bd7..e9a9531d63af8b91a3855ac5c5233c03bf099514 100644 --- a/landing/lenses/460940.json +++ b/landing/lenses/460940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/461030.json b/landing/lenses/461030.json index 966373af1f0baf9eca14ee89830e953e8c750deb..4959477d98baa957e9fae10ca1b76f8548618fe6 100644 --- a/landing/lenses/461030.json +++ b/landing/lenses/461030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/461300.json b/landing/lenses/461300.json index dd9dee9d036f70f6660c3eb1098ff4146e28ca7a..89dc6d934b1e31199e48b3add59c6a4672977913 100644 --- a/landing/lenses/461300.json +++ b/landing/lenses/461300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462020.json b/landing/lenses/462020.json index 43ada3fbce9baeef4bd306003f18cb4dee6b624c..8549bc7dffe8a8e84964fca859e9c966926d3c19 100644 --- a/landing/lenses/462020.json +++ b/landing/lenses/462020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-18", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-18", "period": null, "status": "derived", @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-18", "period": null, "status": "observed", @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462310.json b/landing/lenses/462310.json index accf6d29070874a1de78d119c4e28026ab5a51bb..c45c3af602f7dd9b3e2c95adbb58805e7986d88f 100644 --- a/landing/lenses/462310.json +++ b/landing/lenses/462310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462350.json b/landing/lenses/462350.json index 79e91c40768d3907920913713776831cf533124d..26939b34b93670e56c6e18ada54738ac97a6d972 100644 --- a/landing/lenses/462350.json +++ b/landing/lenses/462350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -105,7 +105,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -146,7 +146,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -418,13 +418,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -486,7 +486,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -505,7 +505,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -524,7 +524,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -543,7 +543,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,14 +692,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -819,10 +819,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -852,7 +852,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -865,7 +865,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -885,8 +885,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -907,8 +907,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -918,7 +918,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -943,7 +943,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1018,10 +1018,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1041,7 +1041,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1049,7 +1049,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462510.json b/landing/lenses/462510.json index 04ebe65b99d16f1a1bcf3614f592f73d8d2236dc..71b5d1a45cc6939cdc6feaaabd1f3edf4cf0675b 100644 --- a/landing/lenses/462510.json +++ b/landing/lenses/462510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462520.json b/landing/lenses/462520.json index 4b8302af7b7a19543c60078e3aac0393d7388fb1..774f597a97405317caef9fe13c21409f59521a77 100644 --- a/landing/lenses/462520.json +++ b/landing/lenses/462520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -830,14 +830,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -957,10 +957,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462860.json b/landing/lenses/462860.json index b3a60a948305f13a6e0d80b257ab8975cb74e6fa..b47a78b0b9592dd709674fad15309534c2502a6b 100644 --- a/landing/lenses/462860.json +++ b/landing/lenses/462860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -587,10 +587,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -606,8 +606,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -619,8 +619,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -637,10 +637,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -650,7 +650,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -659,7 +659,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -727,10 +727,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -746,10 +746,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -773,10 +773,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -791,10 +791,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -805,7 +805,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -813,7 +813,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -829,7 +829,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -845,7 +845,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462870.json b/landing/lenses/462870.json index 6e67521b42908d49cb6bd618a91d31fe0858ec57..7b71ef4dd495004351e7452a25fcb623e1d4202f 100644 --- a/landing/lenses/462870.json +++ b/landing/lenses/462870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462980.json b/landing/lenses/462980.json index f9b82686f62485ada80c12ec5cd6c4bbbf4b8223..5ca90cd05f03b01c886d08fe5fad7b53e79e0b24 100644 --- a/landing/lenses/462980.json +++ b/landing/lenses/462980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -463,14 +463,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -590,10 +590,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -609,7 +609,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -622,8 +622,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,8 +642,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -653,7 +653,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -662,7 +662,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -730,10 +730,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -772,7 +772,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -780,7 +780,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/463020.json b/landing/lenses/463020.json index 2bfae29b2b31ee7b06235af1aa1f3deb03ec4604..fde945b584bd71543184bfcd2764259d51137f7b 100644 --- a/landing/lenses/463020.json +++ b/landing/lenses/463020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/463480.json b/landing/lenses/463480.json index a26657aa5ba2929c716abb0b20f7da2efef752db..63cd17c32208a28c4786cb6b886a2f247c29d0a1 100644 --- a/landing/lenses/463480.json +++ b/landing/lenses/463480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -629,8 +629,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464080.json b/landing/lenses/464080.json index 5a9f71db7e8d171abe8111ee10bd236c633b53a0..b34cbe592ae3da83e78398b99aa26281f9a402e1 100644 --- a/landing/lenses/464080.json +++ b/landing/lenses/464080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464280.json b/landing/lenses/464280.json index 9244ca9b2dc0852ea19ceaa15dd79dd0c5058def..512970c50bd9dca252ddb7762d2c8f5ff92d8f6a 100644 --- a/landing/lenses/464280.json +++ b/landing/lenses/464280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464440.json b/landing/lenses/464440.json index d33408b14150a83f0eed9ac9019972728a1e418e..0ef51d77d67b9a974b7e553b4dca363fdb74f617 100644 --- a/landing/lenses/464440.json +++ b/landing/lenses/464440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-17", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-17", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-17", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464490.json b/landing/lenses/464490.json index 04e6cd1fd5a22db4816768e541ea78a8b4f839be..883ae5083ae2c7868e6e698ad607d5d46e7453fc 100644 --- a/landing/lenses/464490.json +++ b/landing/lenses/464490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -97,7 +97,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -119,7 +119,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024Q4", "status": "derived", @@ -140,7 +140,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024Q4", "status": "derived", @@ -391,13 +391,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -562,14 +562,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -689,10 +689,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -735,7 +735,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -755,8 +755,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -777,8 +777,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -813,7 +813,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -869,10 +869,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -888,10 +888,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -911,7 +911,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -919,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464500.json b/landing/lenses/464500.json index 116c3614d6dde01f0c297330d08ea2691f4475d6..7a47282743343ad50b57ffcfc878615a979e724b 100644 --- a/landing/lenses/464500.json +++ b/landing/lenses/464500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -569,14 +569,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -696,10 +696,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -729,7 +729,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -742,7 +742,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -762,8 +762,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -784,8 +784,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -820,7 +820,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -876,10 +876,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,10 +922,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -936,7 +936,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -944,7 +944,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -960,7 +960,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464580.json b/landing/lenses/464580.json index 751d4ef0dc008095671ae18610c664b813ca1ed2..49c468fbac1c38a5f6828edde22ada1211f13472 100644 --- a/landing/lenses/464580.json +++ b/landing/lenses/464580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464680.json b/landing/lenses/464680.json index 9444a628e396f7975acbfa71c2e45ff68e64588d..21e5da325c52b78d46ad6a3deba641fe6895c532 100644 --- a/landing/lenses/464680.json +++ b/landing/lenses/464680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-08", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-08", "period": null, "status": "derived", @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-08", "period": null, "status": "observed", @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/465320.json b/landing/lenses/465320.json index 466e7288234e4c0b5614da125485901e83487874..f30f291b264283bf68dcbe49a76b5e2ed2b288dc 100644 --- a/landing/lenses/465320.json +++ b/landing/lenses/465320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/465480.json b/landing/lenses/465480.json index b1d87456ab29f55816b2a1db0021f804ba222b09..3c95d382e95707ec1dd681906241ae846f44c6f3 100644 --- a/landing/lenses/465480.json +++ b/landing/lenses/465480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/465770.json b/landing/lenses/465770.json index f62a0a98499cd0d6ba852adf9be154320cd58395..e8f2c8b17df8fb55ce215403361c3a6c92446e6d 100644 --- a/landing/lenses/465770.json +++ b/landing/lenses/465770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -770,14 +770,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -897,19 +897,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -930,8 +930,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -943,7 +943,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -963,8 +963,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -976,17 +976,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -996,7 +996,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1055,7 +1055,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1064,7 +1064,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1077,10 +1077,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1096,10 +1096,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,10 +1114,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1404,88 +1404,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1f3983278bbc", - "target": "465770", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/466100.json b/landing/lenses/466100.json index 12aa0587fa8a01227dc0460911ce898d5f95b837..f79baa61146da4fb971fccb27daa05a1c523cc0a 100644 --- a/landing/lenses/466100.json +++ b/landing/lenses/466100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466410.json b/landing/lenses/466410.json index c53525915ca8bb6186c36c50247b837cbac24fc9..a1caafc3d8c9b81102514e66726bbb1ed8655c1e 100644 --- a/landing/lenses/466410.json +++ b/landing/lenses/466410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466690.json b/landing/lenses/466690.json index c2baaa000df03e672e7fdf049efe66b1057257b3..589fcec478e6043800db2d3d5eb4f4361d738ebc 100644 --- a/landing/lenses/466690.json +++ b/landing/lenses/466690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466910.json b/landing/lenses/466910.json index 40e3022e90ef15b6c21621917c5191185824c63d..4b7e79ba2e68253c9c7e67eb32a1704450e8f2fb 100644 --- a/landing/lenses/466910.json +++ b/landing/lenses/466910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -42,10 +42,10 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025Q4", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -411,14 +411,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -533,10 +533,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-22", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -565,7 +565,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-22", "period": null, "status": "derived", @@ -585,7 +585,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-04-22", "period": null, "status": "observed", @@ -673,10 +673,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -692,10 +692,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -719,10 +719,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -737,10 +737,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -791,7 +791,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/467930.json b/landing/lenses/467930.json index 18205e9f2ac0305157b702b9306b7b94ca0e3ea9..5e3dbd4ec8af53ba5ffb007022775a4f2b774e8b 100644 --- a/landing/lenses/467930.json +++ b/landing/lenses/467930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-27", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-27", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-27", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/468530.json b/landing/lenses/468530.json index a0813d937e495ca6e1723c077911f2ebf0481b70..5311e390fc2c81aacc3dacf86844940b600869b7 100644 --- a/landing/lenses/468530.json +++ b/landing/lenses/468530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/468760.json b/landing/lenses/468760.json index 191f63983a2599ed63add7a18542aecf0ccf2876..6e3ad9645e979a937f2bb58eb434658f9b280a79 100644 --- a/landing/lenses/468760.json +++ b/landing/lenses/468760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -541,10 +541,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-30", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-30", "period": null, "status": "derived", @@ -593,7 +593,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-30", "period": null, "status": "observed", @@ -681,10 +681,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -727,10 +727,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -745,10 +745,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469480.json b/landing/lenses/469480.json index cc0cfb5c8c47abd1fb4454b0005bb9656210c42f..364a4760c72038f2845dd01a55d3793b19ad0ca2 100644 --- a/landing/lenses/469480.json +++ b/landing/lenses/469480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-19", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-19", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-06-19", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469610.json b/landing/lenses/469610.json index 890c10a7cfd8fdc74fe84ff6f56dede96d5b9f0d..e9592fd5452a00c1d301e8faabee1f54cbc426fc 100644 --- a/landing/lenses/469610.json +++ b/landing/lenses/469610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469750.json b/landing/lenses/469750.json index 8375b53343416e6a0c6375e6d92b8ec1b3aaa404..2af2edc2be15bf52e6cbae2adbf8011f44b9eb52 100644 --- a/landing/lenses/469750.json +++ b/landing/lenses/469750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-08", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-08", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-08", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-08", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469880.json b/landing/lenses/469880.json index 3b3d6a884c29c48b226316f53bc36ac733214416..cf8b30eeafe05c1f65f25cecceda893e6fa8a9ed 100644 --- a/landing/lenses/469880.json +++ b/landing/lenses/469880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-30", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-30", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-30", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469900.json b/landing/lenses/469900.json index 87c88a12034c4ce738f9ae2e7a13ea15dda5c092..0aa444baf4929d0b68fd26c0b0bedc85752508f3 100644 --- a/landing/lenses/469900.json +++ b/landing/lenses/469900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/471050.json b/landing/lenses/471050.json index 667004e11664f976137289f61030797c79794729..be8c1e4604fa47553dfcd3d684b8cc3a0fd29a41 100644 --- a/landing/lenses/471050.json +++ b/landing/lenses/471050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-31", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-31", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-31", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/471820.json b/landing/lenses/471820.json index 7184fec18216ecfd01eb24df7bb8bedffeed840b..e080262e18200a593ba9594b2b899993a82cd632 100644 --- a/landing/lenses/471820.json +++ b/landing/lenses/471820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/472220.json b/landing/lenses/472220.json index 25e0cedcb5d94ca906b047d87cd3261228f54f28..461867f093fa871c7ac20df4f69ed7e2abe98058 100644 --- a/landing/lenses/472220.json +++ b/landing/lenses/472220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -403,14 +403,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -525,10 +525,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -544,8 +544,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -575,10 +575,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -588,7 +588,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -597,7 +597,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-10", "detail": "괴리 판정의 price 입력" } ], @@ -665,10 +665,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -684,10 +684,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -711,10 +711,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -729,10 +729,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/472230.json b/landing/lenses/472230.json index d3bb232b8518affcef90a6a3a4d68e572b43385b..f098ff29112ded5975731d63e90c46bb2ff9354d 100644 --- a/landing/lenses/472230.json +++ b/landing/lenses/472230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -540,7 +540,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/472850.json b/landing/lenses/472850.json index d6d48ffd8dda842692dcf70cba94465ab4c5f44e..ee9e75951d7bd0b25b69f0b412056fe7e425ddd0 100644 --- a/landing/lenses/472850.json +++ b/landing/lenses/472850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -550,18 +550,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 16.79, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 18.34, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,14 +745,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 16.79, + "score": 18.34, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 18.09, + "grade": "dCR-BBB+", + "score": 19.87, "assumptions": { "scenarioStress": "moderate" } @@ -768,6 +768,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -808,7 +813,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +828,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -950,10 +955,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -996,7 +1001,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1021,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1043,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1079,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1135,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1149,10 +1154,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473000.json b/landing/lenses/473000.json index d512aece5c3d562b39d494d09a075df6650e6150..eaa25fd7871a114acf7e703d41effd56c14c418c 100644 --- a/landing/lenses/473000.json +++ b/landing/lenses/473000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473050.json b/landing/lenses/473050.json index 8690e8c94617b3d8a9d41124d32011d280a5932d..64ca86caf783d34d92056d6582f3801da4430570 100644 --- a/landing/lenses/473050.json +++ b/landing/lenses/473050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473950.json b/landing/lenses/473950.json index 456578ec9c2c109b794f9fb7f682efc5c66f4d8c..d7e29155d0556a8a9215195c563971ac30fccabf 100644 --- a/landing/lenses/473950.json +++ b/landing/lenses/473950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473980.json b/landing/lenses/473980.json index 05cdc620e0fdaaaa8414f5031f5dfd32f888a11a..05a39f76d524149cc6398da1832bfe4e16fdd6bb 100644 --- a/landing/lenses/473980.json +++ b/landing/lenses/473980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474170.json b/landing/lenses/474170.json index f15d82a2cd78e2b2296ef96eed16635e70e10710..98e9df604e3691a32972204ad0d08bf457a5f22f 100644 --- a/landing/lenses/474170.json +++ b/landing/lenses/474170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474490.json b/landing/lenses/474490.json index f7629830e186d1a5d6cbc72392fda6abd3c71b59..f62503ace2753828660487ee2e1f0a100b3a0e05 100644 --- a/landing/lenses/474490.json +++ b/landing/lenses/474490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -540,7 +540,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474610.json b/landing/lenses/474610.json index 508066e2310c867911b6b9618a7978b72f20265d..ccbbe6abf18cd8bfc9713b681efa178114575ba2 100644 --- a/landing/lenses/474610.json +++ b/landing/lenses/474610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474650.json b/landing/lenses/474650.json index 1973918b30b493b1ad3947412ef8b2ef244e04b4..72f13c8a7da77728cf5c558cbd9aa303e18e7eac 100644 --- a/landing/lenses/474650.json +++ b/landing/lenses/474650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -97,7 +97,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -119,7 +119,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024Q4", "status": "derived", @@ -140,7 +140,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024Q4", "status": "derived", @@ -391,13 +391,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -562,14 +562,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -689,10 +689,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -708,8 +708,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -721,8 +721,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -739,10 +739,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -752,7 +752,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -761,7 +761,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -829,10 +829,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -848,10 +848,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -871,7 +871,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -879,7 +879,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474660.json b/landing/lenses/474660.json index 5d0079ef440bc7c586f81f07e02177b25f34790b..1a82bf18be4ce74c17a8fa40aff80eea6d7d05c4 100644 --- a/landing/lenses/474660.json +++ b/landing/lenses/474660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474930.json b/landing/lenses/474930.json index d1c1967627ba0187737d78f0c83a77345c0012db..11ed008c028fbf09730dfe6913ede0812a0e0758 100644 --- a/landing/lenses/474930.json +++ b/landing/lenses/474930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475040.json b/landing/lenses/475040.json index b7c845869f1cacd4be23d042edf30c6d717d45bf..dda64ea53a32e57184f179f7c02af760f5af625f 100644 --- a/landing/lenses/475040.json +++ b/landing/lenses/475040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -695,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -741,7 +741,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -761,8 +761,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -819,7 +819,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -875,10 +875,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -921,10 +921,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -939,10 +939,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -953,7 +953,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -961,7 +961,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -977,7 +977,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -993,7 +993,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475150.json b/landing/lenses/475150.json index 6d8d5f8786cede9ae58a8c34cc56db23758f81f7..3d9ceac728a4467b3aedc289ba60f47a2473cc18 100644 --- a/landing/lenses/475150.json +++ b/landing/lenses/475150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475230.json b/landing/lenses/475230.json index 9aa7be7f9522e237558331f4cd486572f34290d3..f549e27413f044c08f5924debbbe054a2bd0c9d5 100644 --- a/landing/lenses/475230.json +++ b/landing/lenses/475230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -527,7 +527,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475240.json b/landing/lenses/475240.json index 20cbfb4ae9f22c3a556369404087d4779a8473a1..7403931ed3f887bd2fc26c981527a48369b6141a 100644 --- a/landing/lenses/475240.json +++ b/landing/lenses/475240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475250.json b/landing/lenses/475250.json index 018b9880d7212d641edc40ca95cd249ca5d3a964..483a77fc3b5d1552e93f4842524f7cb43c47c7c5 100644 --- a/landing/lenses/475250.json +++ b/landing/lenses/475250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -524,7 +524,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475400.json b/landing/lenses/475400.json index 33b67df715931e5a38646c2a269542cce2de2fda..14fa1fbc0361acaab39d94300a8cbb71ddc5e3f3 100644 --- a/landing/lenses/475400.json +++ b/landing/lenses/475400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475430.json b/landing/lenses/475430.json index c3ae150210cd1660124b828c2cf1ae11e7a07e8b..f741e0234bce6c13e3bbcb960f5aa9cc09b8bcd2 100644 --- a/landing/lenses/475430.json +++ b/landing/lenses/475430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475460.json b/landing/lenses/475460.json index 8694541dc79358b1fe36d1f2ed1205177a6646d0..1e698e116d9f674751c9c5797e9632425b5064b9 100644 --- a/landing/lenses/475460.json +++ b/landing/lenses/475460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475560.json b/landing/lenses/475560.json index 9461f0d3d03ca0e7fef0deb3c50fe6092d29f619..7098e6829c3a22938f60424ce2783ac3550012a2 100644 --- a/landing/lenses/475560.json +++ b/landing/lenses/475560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -779,10 +779,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -817,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475580.json b/landing/lenses/475580.json index 3f4c366308fa510ad4c6954573676ef7cf14e91e..7d81388b733fd83da741092ceca7fa1a78c081a1 100644 --- a/landing/lenses/475580.json +++ b/landing/lenses/475580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -463,14 +463,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -590,10 +590,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -622,8 +622,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,8 +642,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -662,7 +662,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -730,10 +730,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -749,10 +749,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -772,7 +772,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -780,7 +780,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475660.json b/landing/lenses/475660.json index 817b359c9005f9eb529af1436818e84564a44c10..32f8c7c3deaa73bb86651f6aab64cbb6443cc14c 100644 --- a/landing/lenses/475660.json +++ b/landing/lenses/475660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475830.json b/landing/lenses/475830.json index 282f65d4c646dfbdc596a9e56bc7ea7871fdcece..acb40114ed3c51bba52bae347a1ab60df831e809 100644 --- a/landing/lenses/475830.json +++ b/landing/lenses/475830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -612,7 +612,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475960.json b/landing/lenses/475960.json index 7e44a7a73e63f4e70f70c9440f56ad517ebe72a2..cab2bd95c1b5e9eb5b77d30683e7176c6f9e1b07 100644 --- a/landing/lenses/475960.json +++ b/landing/lenses/475960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476040.json b/landing/lenses/476040.json index d81cad9747e536c4a6cba493b8fac51e57074185..81e94faf68e1e2c49cc7d984319fe52c7fc8be29 100644 --- a/landing/lenses/476040.json +++ b/landing/lenses/476040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476060.json b/landing/lenses/476060.json index 4622d5572cf1e4a3c0e4686a23ce66dd069e8ca5..5e706e72e08e4cafc296959f2b1e32d1efe6eeaf 100644 --- a/landing/lenses/476060.json +++ b/landing/lenses/476060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476080.json b/landing/lenses/476080.json index 099e995928087ba33dde4a14d0191faa1e65499b..a822f3013952a13f367882d0bca6110b3d88b412 100644 --- a/landing/lenses/476080.json +++ b/landing/lenses/476080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -231,13 +231,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -413,14 +413,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -586,7 +586,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -606,8 +606,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -628,8 +628,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -739,10 +739,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -762,7 +762,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476830.json b/landing/lenses/476830.json index bb081812b85fd12fbe2a0639b259fb6c8250cadf..9ebc0eadf502ca0fbcf6a2b24a384e10dca15775 100644 --- a/landing/lenses/476830.json +++ b/landing/lenses/476830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -105,7 +105,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -146,7 +146,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -418,13 +418,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -607,14 +607,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -734,10 +734,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -753,7 +753,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -786,8 +786,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -797,7 +797,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -806,7 +806,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477340.json b/landing/lenses/477340.json index 2d8bf9e2efcd0560d3299475b3286d81f4989490..a0cd829998b54d2363a13049a787d646c7925536 100644 --- a/landing/lenses/477340.json +++ b/landing/lenses/477340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477380.json b/landing/lenses/477380.json index 8c39148360ea3af9fd3f7797510eb7abc27f17de..7cff0b34af84885cfc79fccee0d48f5466117258 100644 --- a/landing/lenses/477380.json +++ b/landing/lenses/477380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -532,8 +532,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -563,10 +563,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -576,7 +576,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477470.json b/landing/lenses/477470.json index 701ff3fad3a63537fd1d784a515b407c667cb904..23dc617d43e932970cccc35feafe6e32c86fb882 100644 --- a/landing/lenses/477470.json +++ b/landing/lenses/477470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -565,8 +565,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477760.json b/landing/lenses/477760.json index 8794eebb7c50cde92e1be97e652a87603d2a1ad4..07206f5ef0f341d649475bc1c854fcfc4897c337 100644 --- a/landing/lenses/477760.json +++ b/landing/lenses/477760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -565,8 +565,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477850.json b/landing/lenses/477850.json index cf10391dfadaca07c2e3cf4a91e80ab248dfcb89..3910b72b875b5a450564bce6d88295aae3520bd9 100644 --- a/landing/lenses/477850.json +++ b/landing/lenses/477850.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/478110.json b/landing/lenses/478110.json index fb0457cec0332ffaa76cd1fc312841e5875b263a..eb9cb28cb0f9d2844700577113082c2d835b136c 100644 --- a/landing/lenses/478110.json +++ b/landing/lenses/478110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -565,8 +565,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478340.json b/landing/lenses/478340.json index 0825826cfbc738d05bc14823b710a7c3b6290816..d8b4171b296df87a3cd1cc602855d52cb5773536 100644 --- a/landing/lenses/478340.json +++ b/landing/lenses/478340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478390.json b/landing/lenses/478390.json index c3031e44f96fe2c5407dcc583fdaad16b60147bd..224daf45392ac1accc84f3667ad670b73633e3c7 100644 --- a/landing/lenses/478390.json +++ b/landing/lenses/478390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478440.json b/landing/lenses/478440.json index 686688bacde7caab4dfb9bcce8eeb7748f48425c..a93923f2f6495c95ea0634e6f096af962d99fc6f 100644 --- a/landing/lenses/478440.json +++ b/landing/lenses/478440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -565,8 +565,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478560.json b/landing/lenses/478560.json index ce6409601e5a671bd4383965f63a5e17f7de2517..e76d561515c7f84795cc11345fb002c90819d550 100644 --- a/landing/lenses/478560.json +++ b/landing/lenses/478560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/479880.json b/landing/lenses/479880.json index 9537adca0dbcf3d452807759858d4e4a4c354ef0..70b14f66ce6a7cc46d07a92609a601bad6e0ebc5 100644 --- a/landing/lenses/479880.json +++ b/landing/lenses/479880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/479960.json b/landing/lenses/479960.json index c35d28765bad35c5dbd6dbdf7d90a4216ea01d45..ce20cbcbd664da6e2188763df3c6c79e11868c69 100644 --- a/landing/lenses/479960.json +++ b/landing/lenses/479960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/480370.json b/landing/lenses/480370.json index a080afb709852f676c05d61aa1e621f3fbcf95ab..ffa0f5e46e4dd2a71fad31b240d4561dda0b3085 100644 --- a/landing/lenses/480370.json +++ b/landing/lenses/480370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/481070.json b/landing/lenses/481070.json index 773986292e9bf7c73447f85d705441f5dfaccf51..3e6091256f6c9d168cbd6ab12fb88c64628ea79a 100644 --- a/landing/lenses/481070.json +++ b/landing/lenses/481070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/481890.json b/landing/lenses/481890.json index c6e24c93dacdaaac0142b6554add9dda52891060..74cd0af520079d022f67d19aeeb21a5a68c1ebb1 100644 --- a/landing/lenses/481890.json +++ b/landing/lenses/481890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -529,10 +529,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -548,8 +548,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -561,8 +561,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -579,10 +579,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -592,7 +592,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -601,7 +601,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -688,10 +688,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -715,10 +715,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -733,10 +733,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -787,7 +787,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482520.json b/landing/lenses/482520.json index 21f943aa11a520b6924097202f9d00e6a1c2ca23..a49ddcac1323a906d5e83edac24fd4f09f5cbed4 100644 --- a/landing/lenses/482520.json +++ b/landing/lenses/482520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482630.json b/landing/lenses/482630.json index 9a74c83d03a3927888b4fa960675dff2bd2add82..7a2061ae11b7e2fcd87e112493e5bc84af0481c3 100644 --- a/landing/lenses/482630.json +++ b/landing/lenses/482630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,10 +712,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482680.json b/landing/lenses/482680.json index 8534c5968db2c3f8d057e19a35154fec2829dd18..a16560e62a48dbb029081c5c4852997296162717 100644 --- a/landing/lenses/482680.json +++ b/landing/lenses/482680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -529,10 +529,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-12", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -561,7 +561,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-12", "period": null, "status": "derived", @@ -581,7 +581,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-05-12", "period": null, "status": "observed", @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -688,10 +688,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -715,10 +715,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -733,10 +733,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -787,7 +787,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482690.json b/landing/lenses/482690.json index 36b271146183e22464a870b51a30a49493b73b40..6bdfbfae0f2b9d37789c8447ff7b645e8d7d6b72 100644 --- a/landing/lenses/482690.json +++ b/landing/lenses/482690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/483350.json b/landing/lenses/483350.json index edf5834ea8dd3b23e3350b2e8d211c3d302952e2..5bbba6cba04d84df3539671b031ff38843ce952b 100644 --- a/landing/lenses/483350.json +++ b/landing/lenses/483350.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -333,7 +333,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/483650.json b/landing/lenses/483650.json index 4e627accbd4b6b3b46c405fb6c43d50fadbbd7d9..407efc13bf08677f8bd143f176a4db6426c1e11a 100644 --- a/landing/lenses/483650.json +++ b/landing/lenses/483650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -694,19 +694,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -727,8 +727,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,8 +760,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -773,17 +773,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -793,7 +793,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -818,7 +818,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -852,7 +852,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -861,7 +861,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1116,88 +1116,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:36b5bacf4c5d", - "target": "483650", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-06", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-06", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/484120.json b/landing/lenses/484120.json index 2cd00514d4b718a7b6a26638877882a91993bc72..be554645d4f51481f74f6488b1fbfaa48c93d465 100644 --- a/landing/lenses/484120.json +++ b/landing/lenses/484120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484130.json b/landing/lenses/484130.json index 860e2494cbef98da7670bfedc12d069032876199..de039bb96676f7464d59e5f2f7c39813bdeb5db4 100644 --- a/landing/lenses/484130.json +++ b/landing/lenses/484130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484590.json b/landing/lenses/484590.json index ec03cf5b7fc2724c68d32f19888b23dfb2ed84eb..98159e69cf326e416a8950fac66b63f04f6c12e7 100644 --- a/landing/lenses/484590.json +++ b/landing/lenses/484590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484810.json b/landing/lenses/484810.json index 18426045587775f87e932624d23eb82bd7065712..6f6e51ede8c13a7d8f0d997437537913293aa85a 100644 --- a/landing/lenses/484810.json +++ b/landing/lenses/484810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484870.json b/landing/lenses/484870.json index 582234b4c8bdd8a67e72998852e4dbee8221392f..cbbb0be981926d009d768bff0a8db3319651b47e 100644 --- a/landing/lenses/484870.json +++ b/landing/lenses/484870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/486630.json b/landing/lenses/486630.json index 6a932b52ae8af45eb078660e261e583d313cd0ba..5cfd8b0a158151cecff2eb96072af64f9bf5c5d0 100644 --- a/landing/lenses/486630.json +++ b/landing/lenses/486630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/486990.json b/landing/lenses/486990.json index 40c75e0f0ccd784a7f96b3f69b20d2fa88839324..0dfe7e0518f799e30fac50871bf86a3350c9a493 100644 --- a/landing/lenses/486990.json +++ b/landing/lenses/486990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487360.json b/landing/lenses/487360.json index 94fc3538b04f4f16a9c0887f5d461fc455cbcdbc..b4954feb6b6b38ee6f0c12e69bad41179ff6ffc3 100644 --- a/landing/lenses/487360.json +++ b/landing/lenses/487360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -540,7 +540,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487400.json b/landing/lenses/487400.json index 27f08e5da6314b062a99d5991f3e417af36b4d09..18c2f3a6cc1622bc4f2db82b5b80e79cf02bcd70 100644 --- a/landing/lenses/487400.json +++ b/landing/lenses/487400.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -333,7 +333,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/487570.json b/landing/lenses/487570.json index 6151f462013c97af93a09e75afa6ba4e8bda7e01..443ad3ed768e5706947c8b9b753fa3725c602855 100644 --- a/landing/lenses/487570.json +++ b/landing/lenses/487570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -727,7 +727,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,8 +760,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -782,8 +782,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -793,7 +793,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -818,7 +818,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -911,10 +911,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -929,10 +929,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -943,7 +943,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -959,7 +959,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487580.json b/landing/lenses/487580.json index 8c0e396892af886d47c51e9ff56e6b0a11415f70..b4f77ffb5da8dd56bf2d3b9cafcb77e8038c155a 100644 --- a/landing/lenses/487580.json +++ b/landing/lenses/487580.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/487720.json b/landing/lenses/487720.json index 481775c179d624c2b0f61c9d121c19b7733d87e5..425cee64c898a5d3583f05c3851871f9c8bfd130 100644 --- a/landing/lenses/487720.json +++ b/landing/lenses/487720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487830.json b/landing/lenses/487830.json index 5d09dd774cfd9e6b3b73b1f0d05fb32f5605294d..c175701c5febc8d7e83ac19fe3922d2e9adf68b4 100644 --- a/landing/lenses/487830.json +++ b/landing/lenses/487830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/488060.json b/landing/lenses/488060.json index 0fd653481852902e220369bea68118954a8d9423..183b2f5b96889cc8059e9d821af2f00d148990d1 100644 --- a/landing/lenses/488060.json +++ b/landing/lenses/488060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/488280.json b/landing/lenses/488280.json index b1a46b81ee88ab62117dfcf07320dc41429e2691..72c807cfef4a8e07ce15dcb34f6043e6678abc8e 100644 --- a/landing/lenses/488280.json +++ b/landing/lenses/488280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/488900.json b/landing/lenses/488900.json index 46bb38746cfde5592afe4a12d2c691a996fdb42b..ea842aab65ef4293e8b7aa4ad30cb430a90ad1b9 100644 --- a/landing/lenses/488900.json +++ b/landing/lenses/488900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -543,8 +543,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -556,8 +556,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -574,10 +574,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -587,7 +587,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -596,7 +596,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -664,10 +664,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -683,10 +683,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -701,10 +701,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -715,7 +715,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489210.json b/landing/lenses/489210.json index f39cdd6e0f112a81f6d3fd4dd95e4360d0fcfd22..898b1e0bb96056d342cbca3303ffc2a1450b4930 100644 --- a/landing/lenses/489210.json +++ b/landing/lenses/489210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489460.json b/landing/lenses/489460.json index b29adc9b22a1b9d13f674c3295a63d75e20def68..ec952d1cfc33ab7f9199d5cf8b0ea1a9e206d016 100644 --- a/landing/lenses/489460.json +++ b/landing/lenses/489460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -721,10 +721,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489480.json b/landing/lenses/489480.json index 07b7f8ab3c87af18083cb56b9f9703ddecb0f191..d93fd1fe02cb2551ab835a2606c8d2793be276d3 100644 --- a/landing/lenses/489480.json +++ b/landing/lenses/489480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-10", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489500.json b/landing/lenses/489500.json index 18132d96de54ab8f23830f13c9efe6e723043063..ed541c119f8f85a0350db1bcdf2f311b84c17c33 100644 --- a/landing/lenses/489500.json +++ b/landing/lenses/489500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -779,10 +779,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -817,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489730.json b/landing/lenses/489730.json index 57c8c05b8a96a701f9df03121835596e5ffa80ea..ff957463dd5f6795ab7253187980b65a882906f7 100644 --- a/landing/lenses/489730.json +++ b/landing/lenses/489730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489790.json b/landing/lenses/489790.json index 4efcdc1104f60f9d4dee689e95dbdabb76d5cdfd..ea02547e56d48a0047d1ca5c8bbd99ed4150108b 100644 --- a/landing/lenses/489790.json +++ b/landing/lenses/489790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -366,7 +366,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -385,7 +385,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -404,7 +404,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -423,7 +423,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -562,7 +562,7 @@ "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -577,14 +577,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -745,7 +745,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -765,8 +765,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -787,8 +787,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -823,7 +823,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -879,10 +879,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -898,10 +898,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -925,10 +925,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -943,10 +943,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -957,7 +957,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -965,7 +965,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -981,7 +981,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -997,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1363,7 +1363,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1381,8 +1381,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/490470.json b/landing/lenses/490470.json index b65fbb8e8ca022334967dcebd91eecce857fc91f..7fac9a2c29a995a87056a4ebbcaa4f20867cbd87 100644 --- a/landing/lenses/490470.json +++ b/landing/lenses/490470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/491000.json b/landing/lenses/491000.json index d39e78b8d5d22530292f548cb26d87d80f3c8d22..74499f6f335a99729735d677e0a6f1ac3bc3201b 100644 --- a/landing/lenses/491000.json +++ b/landing/lenses/491000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/492220.json b/landing/lenses/492220.json index 61bfcaa3ab58a2400759607cef931595b01c0120..0c30d6a90bc1b333899d71735a92bfbc9c7aebc1 100644 --- a/landing/lenses/492220.json +++ b/landing/lenses/492220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -540,7 +540,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/493280.json b/landing/lenses/493280.json index 7033a321386482c733cab78bdebc6e32ec0f1b89..0131756d967d3eb3850e5138a51306ceef1c0353 100644 --- a/landing/lenses/493280.json +++ b/landing/lenses/493280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/493330.json b/landing/lenses/493330.json index 4523227e1a826e3391040aa70b19063a0414a85f..0adf455bdf8daa1d5338e9b5cc1bce9dbe60b559 100644 --- a/landing/lenses/493330.json +++ b/landing/lenses/493330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/493790.json b/landing/lenses/493790.json index dd2fb783d52b1c6bb1dc9b59b3d58c9c74ec5614..4e193a224031d672a31fa8446189bf3819ecebb3 100644 --- a/landing/lenses/493790.json +++ b/landing/lenses/493790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -524,7 +524,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/494120.json b/landing/lenses/494120.json index cbccca64a23fb3abd2087b88acbee94d4dc8e7f6..3c83cb89477574776db997bbdf69e9a01ebe7e93 100644 --- a/landing/lenses/494120.json +++ b/landing/lenses/494120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -629,8 +629,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/496070.json b/landing/lenses/496070.json index 685e8af060b1c3c4f41ffba6e8147ed6ccf12fd4..a388f405e0fd5e9a2d44f5d562c97a3936cf0d39 100644 --- a/landing/lenses/496070.json +++ b/landing/lenses/496070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/498390.json b/landing/lenses/498390.json index b09d4bf0a5fb7dda41bbc08eb16265178db9bd27..1cd52d9aeeb0d785c37097e9162f11e7306ae5e7 100644 --- a/landing/lenses/498390.json +++ b/landing/lenses/498390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-27", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-27", "period": null, "status": "derived", @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-07-27", "period": null, "status": "observed", @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/499790.json b/landing/lenses/499790.json index 7c78ed2690a1052718711b113bb61ae79bb4849f..06ff2d7a6b2caa74c1101985491f0e0034d5402d 100644 --- a/landing/lenses/499790.json +++ b/landing/lenses/499790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -770,10 +770,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -788,10 +788,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -802,7 +802,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -818,7 +818,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -834,7 +834,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900070.json b/landing/lenses/900070.json index 6ba938634afdc45cd21b98bf00acb4eeac8dca82..a34e240488ba96e127fb8ce4bc84961042e91f25 100644 --- a/landing/lenses/900070.json +++ b/landing/lenses/900070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900100.json b/landing/lenses/900100.json index e17d4c49647c4d2f866bca8436641634a444a1df..5b99d638e2e532f239711ab40436e6aab4d9b377 100644 --- a/landing/lenses/900100.json +++ b/landing/lenses/900100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1213,10 +1213,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900110.json b/landing/lenses/900110.json index 3a9c18768170d344915ba86ba2a2b432a56a1127..5fd64bf3c12ae3c3a5f4485c7c7fcd825040a0de 100644 --- a/landing/lenses/900110.json +++ b/landing/lenses/900110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-25", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,7 +973,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-25", "period": "2025", "status": "derived", @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-25", "period": "2025", "status": "observed", @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900120.json b/landing/lenses/900120.json index 3e09dc54347329a620a3ac9ca69319f7176ca53e..bd2fe3addad060151ebdcd6dbc96b18e4a877e4b 100644 --- a/landing/lenses/900120.json +++ b/landing/lenses/900120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -50,10 +50,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -163,7 +163,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2021", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -214,7 +214,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -265,7 +265,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -316,7 +316,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -757,14 +757,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -884,10 +884,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-24", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -923,7 +923,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -943,7 +943,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-24", "period": "2024", "status": "derived", @@ -964,7 +964,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2026-08-24", "period": "2024", "status": "observed", @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1073,10 +1073,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1096,7 +1096,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900140.json b/landing/lenses/900140.json index 67a25dcb3c8518e158eefee1e713160ebe49628e..59a703a1a417762a418efd7f4edfe4df8c704cb6 100644 --- a/landing/lenses/900140.json +++ b/landing/lenses/900140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900250.json b/landing/lenses/900250.json index 2bde024baf1230afe185d463d5b88014ec4f0de2..69d846cda1f472f4ccecc9f60ccea0815b94cf84 100644 --- a/landing/lenses/900250.json +++ b/landing/lenses/900250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -913,19 +913,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -939,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -984,17 +984,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900260.json b/landing/lenses/900260.json index dc49cf174587eac27e7707f70a2c7ec50fb640b5..26350532e8509ba53d23d00c9e048aae442cdaf6 100644 --- a/landing/lenses/900260.json +++ b/landing/lenses/900260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -929,8 +929,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -942,7 +942,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -962,8 +962,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,17 +974,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -994,7 +994,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1011,7 +1011,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1045,13 +1045,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900270.json b/landing/lenses/900270.json index b93caea21e76269e91e626c363599979eed803d4..953e1b8173d4e08d3cc95c6477df6e900d1a220d 100644 --- a/landing/lenses/900270.json +++ b/landing/lenses/900270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -943,7 +943,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -963,8 +963,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -984,8 +984,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900290.json b/landing/lenses/900290.json index c40e721e121a42dcc3c36a27d803e9698bdefd52..8155001a5cdb161381d15deba67cb527aa585aa6 100644 --- a/landing/lenses/900290.json +++ b/landing/lenses/900290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -64,10 +64,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -147,7 +147,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -191,7 +191,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023Q4", "status": "derived", @@ -212,7 +212,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -256,7 +256,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -277,7 +277,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -321,7 +321,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -342,7 +342,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -386,7 +386,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -672,13 +672,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -954,19 +954,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -980,8 +980,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1025,17 +1025,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1062,7 +1062,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1096,13 +1096,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1111,7 +1111,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1124,10 +1124,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1143,10 +1143,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900300.json b/landing/lenses/900300.json index d37a0c89ac35a3b5fcf54435ec222e7ed206f3ce..bbab507378e9fb8f8f758c87fe17f397405b293c 100644 --- a/landing/lenses/900300.json +++ b/landing/lenses/900300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -541,13 +541,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -696,14 +696,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -849,8 +849,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -862,7 +862,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -882,8 +882,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -901,10 +901,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -914,7 +914,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -931,7 +931,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -993,10 +993,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1012,10 +1012,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1035,7 +1035,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1043,7 +1043,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900310.json b/landing/lenses/900310.json index 67803c1bd805139b382b2cac83d354ea92c24c0f..8fb75babb9c4ee53404b6b0bbf42565a11050f77 100644 --- a/landing/lenses/900310.json +++ b/landing/lenses/900310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2022", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -894,19 +894,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -920,8 +920,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -933,7 +933,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -965,17 +965,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -985,7 +985,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1042,7 +1042,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1051,7 +1051,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900340.json b/landing/lenses/900340.json index 746e649352b338b7a105658cdd6a4b453922ff96..9f46f6d46911e6e3452bdab9859fd7e43183ecfb 100644 --- a/landing/lenses/900340.json +++ b/landing/lenses/900340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -153,7 +153,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -174,7 +174,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -204,7 +204,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -225,7 +225,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -255,7 +255,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -677,14 +677,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -804,19 +804,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -830,8 +830,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -843,7 +843,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -863,8 +863,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -875,17 +875,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -895,7 +895,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -912,7 +912,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -952,7 +952,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -961,7 +961,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -993,10 +993,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1016,7 +1016,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1024,7 +1024,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950110.json b/landing/lenses/950110.json index 4d50ff576635ee650db27fc56e25d8d42bceb365..acd590e9b6ce9067b02b029065f847daeda8788c 100644 --- a/landing/lenses/950110.json +++ b/landing/lenses/950110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950130.json b/landing/lenses/950130.json index 18382b822a698084db30e0dbc7a1bd6faa66a8e6..0d0300a12e11b699081927558f77dc1f572a4e8d 100644 --- a/landing/lenses/950130.json +++ b/landing/lenses/950130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/950140.json b/landing/lenses/950140.json index 0424552ebf009a0cba8b20078aef5596a46577eb..862cdce04f32f7edf1119616ee62695464cca4df 100644 --- a/landing/lenses/950140.json +++ b/landing/lenses/950140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,12 +1458,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d8c98d6d0fe3", + "target": "950140", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-13", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-13", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.493 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/950160.json b/landing/lenses/950160.json index 53d2deaae2d0549a887678fda0bb4acab2442c16..b0bc0ff0676eef929b63c4935164d92791522aab 100644 --- a/landing/lenses/950160.json +++ b/landing/lenses/950160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2023", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -918,8 +918,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -938,8 +938,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -958,7 +958,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1026,10 +1026,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1045,10 +1045,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1068,7 +1068,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1076,7 +1076,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950190.json b/landing/lenses/950190.json index b8b3a67eb25cc821ab11b7fb932b3803a0f192ea..fd7a0d689973f5b7685526a2fbd6b7fbd31aa19f 100644 --- a/landing/lenses/950190.json +++ b/landing/lenses/950190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1410,7 +1410,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1432,7 +1432,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1450,8 +1450,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/950200.json b/landing/lenses/950200.json index 527008a646d5eeb6a1ec681b94d515e3991ff596..6b8c0086812c828ca5f5dfa59038bbb37731d061 100644 --- a/landing/lenses/950200.json +++ b/landing/lenses/950200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -935,19 +935,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -968,8 +968,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1014,17 +1014,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1034,7 +1034,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1087,13 +1087,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1102,7 +1102,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950210.json b/landing/lenses/950210.json index 5cec574cd0d642246e84ecc51f27cc1a00dcd22f..9f2365452004747d8f6998f5ef9ea551e45fe9de 100644 --- a/landing/lenses/950210.json +++ b/landing/lenses/950210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -133,7 +133,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -178,7 +178,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", "status": "derived", @@ -431,13 +431,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2024", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -697,7 +697,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -712,14 +712,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -839,10 +839,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -871,8 +871,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -891,8 +891,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -911,7 +911,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -998,10 +998,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1021,7 +1021,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1029,7 +1029,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950220.json b/landing/lenses/950220.json index 95223dd26edd0bf5545a2261262707fe2acdbbfc..a715d190fde55812e360f680b23f796f6098b50a 100644 --- a/landing/lenses/950220.json +++ b/landing/lenses/950220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -876,8 +876,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -908,10 +908,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -921,7 +921,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -938,7 +938,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-03", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "usable", "conclusion": { @@ -1019,10 +1019,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1042,7 +1042,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1050,7 +1050,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950260.json b/landing/lenses/950260.json index 1207bda72c8fced3e505b4bc1c43601f935019b7..c376ccd273ceeb738720ef8f373f97dc695ea9e6 100644 --- a/landing/lenses/950260.json +++ b/landing/lenses/950260.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", + "asOf": "2026-09-13", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-06" + "retrievedAt": "2026-09-13" }, "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-06", - "dataAsOf": "2026-09-04", + "asOf": "2026-09-13", + "dataAsOf": "2026-09-11", "period": null, - "knowledgeBoundary": "2026-09-06" + "knowledgeBoundary": "2026-09-13" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.65, + "value": 2.7, "unit": "%p", "signal": "falling", - "change": -0.010000000000000231, + "change": -0.009999999999999787, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 91.48, + "value": 97.26, "unit": "$", "signal": "rising", - "change": 4.450000000000003, + "change": 3.0500000000000114, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1350.4, + "value": 1345.9, "unit": "원", - "signal": "falling", - "change": -8.899999999999864, + "signal": "rising", + "change": 6.7000000000000455, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-03", + "observedAt": "2026-09-10", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-01", + "observedAt": "2026-09-09", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-04", + "observedAt": "2026-09-11", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/index.json b/landing/lenses/index.json index e59c765d017b408e7209a8f5e485a0f4a4b9571c..380cac61015b32989a8489591e88a1e7dc2480cc 100644 --- a/landing/lenses/index.json +++ b/landing/lenses/index.json @@ -8879,7 +8879,7 @@ }, { "target": "001080", - "productCount": 5, + "productCount": 4, "path": "001080.json" }, { @@ -12664,167 +12664,167 @@ }, { "target": "060230", - "productCount": 5, + "productCount": 3, "path": "060230.json" }, { "target": "062860", - "productCount": 5, + "productCount": 3, "path": "062860.json" }, { "target": "065130", - "productCount": 5, + "productCount": 4, "path": "065130.json" }, { "target": "066360", - "productCount": 5, + "productCount": 3, "path": "066360.json" }, { "target": "067570", - "productCount": 5, + "productCount": 3, "path": "067570.json" }, { "target": "069260", - "productCount": 5, + "productCount": 3, "path": "069260.json" }, { "target": "071950", - "productCount": 5, + "productCount": 3, "path": "071950.json" }, { "target": "075180", - "productCount": 5, + "productCount": 3, "path": "075180.json" }, { "target": "079160", - "productCount": 5, + "productCount": 3, "path": "079160.json" }, { "target": "081150", - "productCount": 5, + "productCount": 3, "path": "081150.json" }, { "target": "084010", - "productCount": 5, + "productCount": 3, "path": "084010.json" }, { "target": "086450", - "productCount": 5, + "productCount": 3, "path": "086450.json" }, { "target": "089010", - "productCount": 5, + "productCount": 3, "path": "089010.json" }, { "target": "090710", - "productCount": 5, + "productCount": 3, "path": "090710.json" }, { "target": "092780", - "productCount": 5, + "productCount": 3, "path": "092780.json" }, { "target": "095190", - "productCount": 5, + "productCount": 3, "path": "095190.json" }, { "target": "097780", - "productCount": 5, + "productCount": 3, "path": "097780.json" }, { "target": "100660", - "productCount": 5, + "productCount": 3, "path": "100660.json" }, { "target": "102370", - "productCount": 5, + "productCount": 3, "path": "102370.json" }, { "target": "105840", - "productCount": 5, + "productCount": 3, "path": "105840.json" }, { "target": "110990", - "productCount": 5, + "productCount": 3, "path": "110990.json" }, { "target": "115480", - "productCount": 5, + "productCount": 3, "path": "115480.json" }, { "target": "122350", - "productCount": 5, + "productCount": 3, "path": "122350.json" }, { "target": "125490", - "productCount": 5, + "productCount": 4, "path": "125490.json" }, { "target": "131030", - "productCount": 5, + "productCount": 3, "path": "131030.json" }, { "target": "137080", - "productCount": 5, + "productCount": 3, "path": "137080.json" }, { "target": "141000", - "productCount": 5, + "productCount": 3, "path": "141000.json" }, { "target": "148780", - "productCount": 5, + "productCount": 3, "path": "148780.json" }, { "target": "160600", - "productCount": 5, + "productCount": 4, "path": "160600.json" }, { "target": "173130", - "productCount": 5, + "productCount": 3, "path": "173130.json" }, { "target": "183190", - "productCount": 5, + "productCount": 3, "path": "183190.json" }, { "target": "191410", - "productCount": 5, + "productCount": 3, "path": "191410.json" }, { "target": "196300", - "productCount": 5, + "productCount": 3, "path": "196300.json" }, { @@ -14149,7 +14149,7 @@ }, { "target": "400760", - "productCount": 4, + "productCount": 3, "path": "400760.json" }, {